Plan Snapshot
- Plan Sponsor: Lockheed Martin Corporation
- Sponsor EIN: 223546821
- Sponsor Address: 6801 ROCKLEDGE DRIVE, CCT-224, BETHESDA, MD, 20817
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $23.7B
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 | $23.7B | $0 | $0 |
| 2023 | 0 | $24.6B | $0 | $0 |
| 2022 | 0 | $24.9B | $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 |
|---|---|---|---|---|
| LOCKHEED MARTIN CORPORATION LMIMCO | Other Service Provider | $9,832,120 | $19,245 | $9,851,365 |
| CONDUENT | Recordkeeper | $6,240,943 | — | $6,240,943 |
| CBRE GLOBAL INVESTMENT PARTNERS | Investment Advisor | $4,802,739 | — | $4,802,739 |
| THE BANK OF NEW YORK MELLON | Custodian / Trustee | $3,128,077 | — | $3,128,077 |
| APPLIED ACADEMICS LLC | Other Service Provider | $2,981,250 | — | $2,981,250 |
| ARTISAN PARTNERS LIMITED | Investment Advisor | $2,375,644 | — | $2,375,644 |
| SELECT EQUITY GROUP, L.P. | Investment Advisor | $2,325,246 | — | $2,325,246 |
| PACIFIC INVESTMENT MANAGEMENT CO. | Investment Advisor | $2,071,955 | — | $2,071,955 |
| ARISTOTLE CAPITAL MANAGEMENT, LLC | Investment Advisor | $2,071,348 | — | $2,071,348 |
| ROBECO INSTITUTIONAL ASSET MGMT | Investment Advisor | $2,000,196 | — | $2,000,196 |
| VULCAN VALUE PARTNERS, LLC | Investment Advisor | $1,962,440 | — | $1,962,440 |
| SULLIVAN REALTY CAPITAL LLC | Investment Advisor | — | $1,561,664 | $1,561,664 |
| PGIM INC. | Investment Advisor | $1,536,531 | — | $1,536,531 |
| AON CONSULTING, INC. | Actuary | $1,214,985 | — | $1,214,985 |
| BLOOMBERG FINANCE LP | Investment Advisor | $1,145,667 | — | $1,145,667 |
| EMPOWER | Actuary | $1,008,037 | — | $1,008,037 |
| HUDSON ADVISORS LP | Investment Advisor | — | $1,006,729 | $1,006,729 |
| OAKTREE CAPITAL MANAGEMENT LP | Investment Advisor | $942,871 | — | $942,871 |
| ARROWSTREET CAPITAL, LIMITED | Investment Advisor | $901,642 | — | $901,642 |
| POLARIS CAPITAL MANAGEMENT LLC | Investment Advisor | $884,090 | — | $884,090 |
| COLUMBIA MANAGEMENT INVESTMENT ADV | Investment Advisor | $805,879 | $135 | $806,014 |
| FACTSET RESEARCH SYSTEMS INC | Other Service Provider | $803,382 | — | $803,382 |
| TT INTERNATIONAL ASSET MANAGEMENT | Investment Advisor | $794,362 | — | $794,362 |
| MSCI INC. | Investment Advisor | $788,510 | — | $788,510 |
| TCW ASSET MANAGEMENT COMPANY | Investment Advisor | $683,794 | — | $683,794 |
| PINEBRIDGE INVESTMENTS | Investment Advisor | $653,686 | — | $653,686 |
| AKERMAN LLP | ERISA Attorney | $584,409 | — | $584,409 |
| METLIFE INVESTMENT MANAGEMENT | Investment Advisor | $579,899 | — | $579,899 |
| WELLINGTON MANAGEMENT COMPANY LLP | Investment Advisor | $533,681 | — | $533,681 |
| MAR VISTA INVESTMENT PARTNERS LLC | Investment Advisor | $467,998 | — | $467,998 |
| JACOBS LEVY EQUITY MANAGEMENT | Investment Advisor | $439,658 | — | $439,658 |
| MORGAN STANLEY INVESTMENT MGMT | Investment Advisor | $403,595 | — | $403,595 |
| VAN BERKOM AND ASSOCIATES, INC. | Investment Advisor | $394,066 | — | $394,066 |
| DYNAMO SOFTWARE INC | Other Service Provider | $349,001 | — | $349,001 |
| KPMG LLP | Auditor | $339,605 | — | $339,605 |
| AXIOM INVESTORS LLC | Investment Advisor | $326,702 | — | $326,702 |
| NEUBERGER BERMAN BD LLC | Investment Advisor | $320,944 | — | $320,944 |
| BLS CAPITAL FONDSMAEGLERSELSKAB | Investment Advisor | $288,011 | — | $288,011 |
| FIDELITY INVESTMENTS | Investment Advisor | $264,989 | — | $264,989 |
| PAUL HASTINGS LLP | ERISA Attorney | $245,485 | — | $245,485 |
| ALBOURNE AMERICA LLC | Other Service Provider | $238,333 | — | $238,333 |
| EASTSPRING INVESTMENTS LIMITED | Investment Advisor | $237,787 | — | $237,787 |
| WESTFIELD CAPITAL MANAGEMENT | Investment Advisor | $235,441 | — | $235,441 |
| THE YGS GROUP | Other Service Provider | $231,621 | — | $231,621 |
| JP MORGAN INVESTMENT MANAGEMENT | Investment Advisor | $216,697 | — | $216,697 |
| TRINITY STREET ASSET MANAGEMENT | Investment Advisor | $203,259 | — | $203,259 |
| MITCHELL & TITUS LLP | Auditor | $201,536 | — | $201,536 |
| CAPITAL INTERNATIONAL, INC. | Investment Advisor | $181,337 | — | $181,337 |
| CAMBRIDGE ASSOCIATES LLC | Other Service Provider | $175,000 | — | $175,000 |
| COMGEST ASSET MANAGEMENT | Investment Advisor | $171,088 | — | $171,088 |
| LP ANALYST | Other Service Provider | $169,125 | — | $169,125 |
| WILLKIE FARR & GALLAGHER LLP | ERISA Attorney | $168,619 | — | $168,619 |
| CHAMBERS QDRO CONSULTING SERVICES | Other Service Provider | $152,437 | — | $152,437 |
| PENSION BENEFIT INFORMATION, LLC | Other Service Provider | $147,351 | — | $147,351 |
| EVESTMENT ALLIANCE LLC | Other Service Provider | $125,973 | — | $125,973 |
| BLOOMBERG INDEX SERVICES LIMITED | Other Service Provider | $125,442 | — | $125,442 |
| IQ-EQ | Other Service Provider | $123,385 | — | $123,385 |
| THAYER | Other Service Provider | $110,817 | — | $110,817 |
| IMAGINE SOFTWARE, INC | Other Service Provider | $88,264 | — | $88,264 |
| NINETY ONE NORTH AMERICA, INC. | Investment Advisor | $75,811 | — | $75,811 |
| PIPER SANDLER & CO | ERISA Attorney | $75,000 | — | $75,000 |
| SHERPA FUNDS TECH | Other Service Provider | $75,000 | — | $75,000 |
| S&P GLOBAL | Other Service Provider | $72,407 | — | $72,407 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $71,406 | — | $71,406 |
| DLA PIPER LLC | ERISA Attorney | $62,734 | — | $62,734 |
| BCA RESEARCH | Other Service Provider | $61,195 | — | $61,195 |
| LSEG DATA & ANALYTICS | Other Service Provider | $59,560 | — | $59,560 |
| ABEL NOSER SOLUTIONS LLC | Other Service Provider | $55,075 | — | $55,075 |
| NED DAVIS RESEARCH INC. | Investment Advisor | $52,500 | — | $52,500 |
| NORTHERN TRUST INVESTMENTS, INC. | Custodian / Trustee | $50,000 | — | $50,000 |
| LONDON STOCK EXCHANGE | Other Service Provider | $49,246 | — | $49,246 |
| S&P DOW JONES INDICES | Other Service Provider | $48,956 | — | $48,956 |
| FINANCIAL RECOVERY TECH LLC | Other Service Provider | $48,548 | — | $48,548 |
| CBIZ BENEFITS & INSURANCE SERVICES | Other Service Provider | $46,436 | — | $46,436 |
| INVESTMENT RESEARCH CONSORTIUM | Other Service Provider | $45,000 | — | $45,000 |
| STARCOMPLIANCE LLC | ERISA Attorney | $44,748 | — | $44,748 |
| EPFR INC | Other Service Provider | $41,735 | — | $41,735 |
| VISIBLE ALPHA LLC | Other Service Provider | $39,673 | — | $39,673 |
| ICE DATA INDICICES LLC | Other Service Provider | $37,856 | — | $37,856 |
| THE BACHRACH GROUP LTD | Other Service Provider | $35,697 | — | $35,697 |
| CEM BENCHMARKING | Other Service Provider | $34,000 | — | $34,000 |
| CREDITSIGHTS INC. | Other Service Provider | $33,409 | — | $33,409 |
| ICE DATA PRICING & REFERENCE DATA | Other Service Provider | $32,718 | — | $32,718 |
| EVERCORE GROUP LLC | Other Service Provider | $32,637 | — | $32,637 |
| HEDGE FUND RESEARCH, INC. | Other Service Provider | $31,567 | — | $31,567 |
| STRATEGAS SECURITIES LLC | Other Service Provider | $30,598 | — | $30,598 |
| CONYERS DILL & PEARMAN | ERISA Attorney | $24,464 | — | $24,464 |
| WASHINGTON ANALYSIS, LLC | Other Service Provider | $22,000 | — | $22,000 |
| BERGE CONSULTING GROUP INC | Other Service Provider | $20,398 | — | $20,398 |
| ARBOR RESEARCH & TRADING LLC | Other Service Provider | $18,000 | — | $18,000 |
| GAVEKAL USA INC | Other Service Provider | $13,055 | — | $13,055 |
| LEUTHOLD GROUP LLC | Other Service Provider | $12,239 | — | $12,239 |
| NYSE MARKET INC | Other Service Provider | $11,372 | — | $11,372 |
| OPTUMA SERVICES PTY LTD | Other Service Provider | $11,222 | — | $11,222 |
| M-FILES INC. | Other Service Provider | $9,285 | — | $9,285 |
| STAPLES BUSINESS ADVANTAGE | Other Service Provider | $8,807 | — | $8,807 |
| BLACKROCK INSTITUTIONAL TRUST CO | Investment Advisor | $8,614 | — | $8,614 |
| DOW JONES & COMPANY, INC. | Other Service Provider | $8,429 | — | $8,429 |
| INSTITUTIONAL AP ASSOCIATION | Other Service Provider | $7,500 | — | $7,500 |
| COMMODITY WEATHER GROUP | Other Service Provider | $7,200 | — | $7,200 |
| GOODWIN PROCTER LLP | ERISA Attorney | $7,038 | — | $7,038 |
| SWIFT | Other Service Provider | $6,753 | — | $6,753 |
| TRILOGY | Other Service Provider | $6,120 | — | $6,120 |
| BROADRIDGE INVESTOR COMMUNICATION | Other Service Provider | $5,500 | — | $5,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PGIM INC. — Investment Advisor
- EMPOWER — Actuary
- AKERMAN LLP — ERISA Attorney
- KPMG LLP — Auditor
- FIDELITY INVESTMENTS — Investment Advisor
- JP MORGAN INVESTMENT MANAGEMENT — Investment Advisor
- MITCHELL & TITUS LLP — Auditor
- WILLKIE FARR & GALLAGHER LLP — ERISA Attorney
- PIPER SANDLER & CO — ERISA Attorney
- GROOM LAW GROUP, CHARTERED — ERISA Attorney
- DLA PIPER LLC — ERISA Attorney
- GOODWIN PROCTER LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $64,936,230
- Estimated Expense Ratio: 0.273% 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 | $236,112,748 | $101,201,625 | $381,473 | $205,131 | — |
| 2023 | $276,334,311 | $146,814,238 | $174,156 | $195,176 | — |
| 2022 | $213,605,629 | $43,257,722 | $17,770,423 | — | $6,214,451 |