Plan Snapshot
- Plan Sponsor: Lockheed Martin Corporation
- Sponsor EIN: 043321934
- Sponsor Address: 6801 ROCKLEDGE DRIVE, BETHESDA, MD, 20817
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 0
- Total Assets: $56.1B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $56.1B | $0 | $0 |
| 2023 | 0 | $51.8B | $0 | $0 |
| 2022 | 0 | $47.8B | $0 | $0 |
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 |
|---|---|---|---|---|
| GREAT WEST LIFE & ANNUITY INS CO | Recordkeeper | $17,257,391 | — | $17,257,391 |
| ARTISAN PARTNERS LIMITED | Investment Advisor | $4,190,957 | — | $4,190,957 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Investment Advisor | $3,689,391 | — | $3,689,391 |
| SELECT EQUITY GROUP, L.P. | Investment Advisor | $3,621,336 | — | $3,621,336 |
| LOCKHEED MARTIN CORPORATION LMIMCO | Other Service Provider | $3,501,626 | $3,404 | $3,505,030 |
| ROBECO | Investment Advisor | $2,917,614 | — | $2,917,614 |
| STATE STREET BANK & TRUST CO | Custodian / Trustee | $2,819,662 | — | $2,819,662 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | Investment Advisor | $2,482,910 | — | $2,482,910 |
| ALLIANCEBERNSTEIN L.P. | Investment Advisor | $2,153,287 | — | $2,153,287 |
| VULCAN VALUE PARTNERS, LLC | Investment Advisor | $2,148,865 | — | $2,148,865 |
| VAN BERKOM AND ASSOCIATES, INC. | Investment Advisor | $2,080,785 | — | $2,080,785 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $1,866,309 | — | $1,866,309 |
| INVESCO ADVISERS, INC. | Investment Advisor | $1,830,414 | — | $1,830,414 |
| OAKTREE CAPITAL MANAGEMENT LP | Investment Advisor | $1,512,349 | — | $1,512,349 |
| POLARIS CAPITAL MANAGEMENT, LLC | Investment Advisor | $1,462,991 | — | $1,462,991 |
| NEUBERGER BERMAN INVESTMENT ADV | Investment Advisor | $1,453,980 | — | $1,453,980 |
| ARROWSTREET CAPITAL, LIMITED | Investment Advisor | $1,009,754 | — | $1,009,754 |
| BLS CAPITAL FONDSMAEGLERSELSKAB | Investment Advisor | $985,407 | — | $985,407 |
| JACOBS LEVY EQUITY MANAGEMENT, INC. | Investment Advisor | $963,218 | — | $963,218 |
| LOOMIS SAYLES & CO., L.P. | Investment Advisor | $835,144 | — | $835,144 |
| WELLINGTON MANAGEMENT COMPANY, LLP | Investment Advisor | $731,281 | — | $731,281 |
| T. ROWE PRICE ASSOCIATES, INC. | Investment Advisor | $661,738 | $114 | $661,852 |
| COLUMBIA MANAGEMENT INVESTMENT ADV | Investment Advisor | $587,740 | $27 | $587,767 |
| STATE STREET GLOBAL ADVISORS TRUST | Investment Advisor | $583,777 | — | $583,777 |
| AXIOM INVESTORS LLC | Investment Advisor | $583,338 | — | $583,338 |
| TRINITY STREET ASSET MANAGEMENT | Investment Advisor | $556,595 | — | $556,595 |
| TT INTERNATIONAL ASSET MANAGEMENT | Investment Advisor | $547,148 | — | $547,148 |
| MITCHELL & TITUS LLP | Auditor | $519,532 | — | $519,532 |
| PINEBRIDGE INVESTMENTS LLC | Investment Advisor | $503,826 | — | $503,826 |
| PACIFIC INVESTMENT MANAGEMENT CO | Investment Advisor | $440,129 | — | $440,129 |
| MAR VISTA INVESTMENT PARTNERS LLC | Investment Advisor | $425,242 | — | $425,242 |
| WILLKIE FARR & GALLAGHER LLP | ERISA Attorney | $402,605 | — | $402,605 |
| FIDELITY INSTITUTIONAL ASSET MGMT | Investment Advisor | $282,141 | — | $282,141 |
| EASTSPRING INVESTMENTS | Investment Advisor | $251,761 | — | $251,761 |
| CAPITAL INTERNATIONAL, INC. | Investment Advisor | $245,675 | — | $245,675 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Investment Advisor | $218,954 | — | $218,954 |
| BLOOMBERG FINANCE LP | Other Service Provider | $202,655 | — | $202,655 |
| COMGEST ASSET MANAGEMENT | Investment Advisor | $189,514 | — | $189,514 |
| FACTSET RESEARCH SYSTEMS INC | Other Service Provider | $142,109 | — | $142,109 |
| CHARLES SCHWAB | Investment Advisor | $115,060 | — | $115,060 |
| KPMG LLP | Auditor | $84,250 | — | $84,250 |
| BSR & CO LLP | Other Service Provider | $75,326 | — | $75,326 |
| CALLAN LLC | Investment Advisor | $75,000 | — | $75,000 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $62,480 | — | $62,480 |
| ABEL NOSER SOLUTIONS LLC | Other Service Provider | $39,115 | — | $39,115 |
| CBIZ BENEFITS & INSURANCE SERVICES | Other Service Provider | $34,161 | — | $34,161 |
| CEM BENCHMARKING INC. | Other Service Provider | $34,000 | — | $34,000 |
| NINETY ONE NORTH AMERICA, INC. | Investment Advisor | $27,284 | — | $27,284 |
| EVESTMENT ALLIANCE LLC | Other Service Provider | $22,283 | — | $22,283 |
| IQ-EQ | Other Service Provider | $21,825 | — | $21,825 |
| THAYER | Other Service Provider | $19,602 | — | $19,602 |
| K&L GATES | ERISA Attorney | $15,151 | — | $15,151 |
| BCA RESEARCH INC | Other Service Provider | $10,825 | — | $10,825 |
| CLEARBROOK INVESTMENT CONSULTING | Other Service Provider | $10,000 | — | $10,000 |
| S&P DOW JONES INDICES LLC | Other Service Provider | $8,660 | — | $8,660 |
| FINANCIAL RECOVERY TECHNOLOGIES LLC | Other Service Provider | $8,588 | — | $8,588 |
| BLOOMBERG | Other Service Provider | $8,480 | — | $8,480 |
| STARCOMPLIANCE LLC | Other Service Provider | $7,915 | — | $7,915 |
| AON CONSULTING | Other Service Provider | $7,801 | — | $7,801 |
| THE BACHRACH GROUP LTD | Other Service Provider | $6,314 | — | $6,314 |
| MORNINGSTAR, INC. | Recordkeeper | $6,148 | — | $6,148 |
| EVERCORE GROUP LLC | Other Service Provider | $5,773 | — | $5,773 |
| STRATEGAS SECURITIES LLC | Other Service Provider | $5,412 | — | $5,412 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MITCHELL & TITUS LLP — Auditor
- WILLKIE FARR & GALLAGHER LLP — ERISA Attorney
- JP MORGAN INVESTMENT MANAGEMENT INC — Investment Advisor
- CHARLES SCHWAB — Investment Advisor
- KPMG LLP — Auditor
- GROOM LAW GROUP, CHARTERED — ERISA Attorney
- K&L GATES — ERISA Attorney
- MORNINGSTAR, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $67,574,148
- Estimated Expense Ratio: 0.121% 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 | $79,088,359 | $45,864,960 | $17,257,391 | $519,532 | — |
| 2023 | $57,293,168 | $24,935,713 | $5,761,530 | — | — |
| 2022 | $53,928,631 | $23,808,670 | $7,016,717 | — | $7,532,538 |