# Lockheed Martin Corporation 401(k) Plan
Source: https://planprovider.pro/companies/lockheed-martin-corporation-043321934-002

> Lockheed Martin Corporation's 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/mitchell-and-titus-llp) — Auditor

- [WILLKIE FARR & GALLAGHER LLP](https://planprovider.pro/provider/willkie-farr-and-gallagher-llp) — ERISA Attorney

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Investment Advisor

- [CHARLES SCHWAB](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Investment Advisor

- [KPMG LLP](https://planprovider.pro/provider/kpmg-llp) — Auditor

- [GROOM LAW GROUP, CHARTERED](https://planprovider.pro/provider/groom-law-group) — ERISA Attorney

- [K&L GATES](https://planprovider.pro/provider/kandl-gates-llp) — ERISA Attorney

- [MORNINGSTAR, INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — 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|

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