# Ericsson INC. 401(k) Plan
Source: https://planprovider.pro/companies/ericsson-inc-401k-plan

> Ericsson INC.'s 401(k) plan: 4,401 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Ericsson INC.

- **Sponsor EIN:** 061119960

- **Sponsor Address:** 6300 LEGACY DRIVE, PLANO, TX, 75024

- **Plan Type:** 401(k)

- **Total Participants:** 4,401

- **Total Assets:** $3.8B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,401|$3.8B|$45.4M|$71.4M|

| 2023|5,089|$3.5B|$51.7M|$79.3M|

| 2022|6,451|$3.2B|$53.4M|$78.1M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| EMPOWER ADVISORY GROUP, LLC|NONE|$2,126,913|—|$2,126,913|

| EMPOWER ANNUITY INSURANCE COMPANY|NONE|$907,999|—|$907,999|

| JENNISON ASSOCIATES|NONE|$789,703|—|$789,703|

| CAPFINANCIAL PARTNERS LLC DBA CAPTR|NONE|$290,000|—|$290,000|

| WILLIS TOWERS WATSON US LLC|NONE|$174,114|—|$174,114|

| EMPOWER FINANCIAL SERVICES, INC.|NONE|$36,265|—|$36,265|

| STIFEL, NICOLAUS & COMPANY, INC.|NONE|$35,106|—|$35,106|

| EMPOWER TRUST COMPANY, LLC|NONE|$6,020|—|$6,020|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [STIFEL, NICOLAUS & COMPANY, INC.](https://planprovider.pro/provider/stifel-nicolaus-and-company-incorporated) — NONE

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $4,366,120

- **Estimated Expense Ratio:** 0.116% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$4,385,949|$3,253,668|—|—|—|

| 2023|$4,764,851|$3,391,586|—|—|—|

| 2022|$5,635,835|$3,672,303|—|—|$231,219|

## Similar Plans

- [Consolidated Communications, INC.](https://planprovider.pro/companies/consolidated-communications-inc-401k-plan) — 2,715 participants

- [Securus Technologies, LLC](https://planprovider.pro/companies/securus-technologies-llc-401k-plan) — 1,447 participants

- [Consolidated Communications, INC.](https://planprovider.pro/companies/consolidated-communications-inc-plan) — 1,228 participants

- [Verge Mobile LLC](https://planprovider.pro/companies/verge-mobile-llc-401k-plan) — 916 participants

- [Bearcom Operating, L.L.C.](https://planprovider.pro/companies/bearcom-operating-l-l-c-401k-plan) — 910 participants

- [Amtel, LLC](https://planprovider.pro/companies/connectivity-source-llc-401k-plan-002) — 878 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/ericsson-inc-401k-plan)

© 2026 PlanProvider.Pro