# Lockheed Martin Corporation 401(k) Plan
Source: https://planprovider.pro/companies/lockheed-martin-corporation-223546821-001

> 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:** 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.](https://planprovider.pro/provider/alight-solutions) — Investment Advisor

- [EMPOWER](https://planprovider.pro/provider/empower) — Actuary

- [AKERMAN LLP](https://planprovider.pro/provider/akerman-llp) — ERISA Attorney

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

- [FIDELITY INVESTMENTS](https://planprovider.pro/provider/fidelity-investments) — Investment Advisor

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

- [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

- [PIPER SANDLER & CO](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

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

- [DLA PIPER LLC](https://planprovider.pro/provider/dla-piper) — ERISA Attorney

- [GOODWIN PROCTER LLP](https://planprovider.pro/provider/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|

## Similar Plans

- [Chevy Chase Trust Company](https://planprovider.pro/companies/chevy-chase-trust-company-311772714-003) — 130 participants

- [Chevy Chase Trust Company](https://planprovider.pro/companies/chevy-chase-trust-company-273350609-010) — 91 participants

- [Board Of Trustees - Meba Pension Trust](https://planprovider.pro/companies/board-of-trustees-meba-pension-trust-522270585-001) — 0 participants

- [Chevy Chase Trust Company](https://planprovider.pro/companies/chevy-chase-trust-company-526257033-006) — 0 participants

- [Clark Construction Group, LLC](https://planprovider.pro/companies/clark-construction-group-llc-562447399-005) — 0 participants

- [Lockheed Martin Corporation](https://planprovider.pro/companies/lockheed-martin-corporation-043321934-002) — 0 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/lockheed-martin-corporation-223546821-001)

© 2026 PlanProvider.Pro