Plan Snapshot
- Plan Sponsor: Lockheed Martin Corporation
- Sponsor EIN: 133507980
- Sponsor Address: 6801 ROCKLEDGE DRIVE, BETHESDA, MD, 20817
- Plan Type: 401(k)
- Plan Number: 004
- Total Participants: 0
- Total Assets: $713.8M
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 | $713.8M | $0 | $0 |
| 2023 | 0 | $688.9M | $0 | $0 |
| 2022 | 0 | $622.8M | $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 |
|---|---|---|---|---|
| PINEBRIDGE INVESTMENTS LLC | Investment Advisor | $222,640 | — | $222,640 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $51,656 | — | $51,656 |
| AMERIPRISE FINANCIAL, INC. | Investment Advisor | $42,857 | — | $42,857 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $5,420 | — | $5,420 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERIPRISE FINANCIAL, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $322,573
- Estimated Expense Ratio: 0.045% 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 | $329,039 | $270,917 | — | — | — |
| 2023 | $287,277 | $247,459 | $13,500 | — | — |
| 2022 | $274,774 | $33,000 | $164,277 | — | $76,346 |