# Macys, INC 401(k) Plan
Source: https://planprovider.pro/companies/macys-inc-133324058-014

> Macys, INC'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:** Macys, INC

- **Sponsor EIN:** 133324058

- **Sponsor Address:** 145 PROGRESS PLACE, SPRINGDALE, OH, 45246

- **Plan Type:** 401(k)

- **Plan Number:** 014

- **Total Participants:** 0

- **Total Assets:** $4.5B

## 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|$4.5B|$0|$0|

| 2023|0|$4.1B|$0|$0|

| 2022|0|$3.6B|$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|

| VANGUARD|Other Service Provider|$975,486|—|$975,486|

| METLIFE MANAGEMENT|Other Service Provider|$679,469|—|$679,469|

| GOLDMAN SACHS TRUST COMPANY, N.A.|Investment Advisor|—|$462,175|$462,175|

| JP MORGAN INVESTOR SERVICES|Recordkeeper|$290,000|—|$290,000|

| LINCOLN PREMIER LIFE INSURANCE|Recordkeeper|$185,919|—|$185,919|

| PAYDEN & RYGEL INVESTMENT MGMT|Other Service Provider|$173,547|—|$173,547|

| VOYA RETIREMENT ISURANCE & ANNUITY|Other Service Provider|$129,410|—|$129,410|

| NEWPORT TRUST|Other Service Provider|$125,000|—|$125,000|

| PRUDENTIAL LIFE|Recordkeeper|$117,426|—|$117,426|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [GOLDMAN SACHS TRUST COMPANY, N.A.](https://planprovider.pro/provider/goldman-sachs) — Investment Advisor

- [JP MORGAN INVESTOR SERVICES](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [LINCOLN PREMIER LIFE INSURANCE](https://planprovider.pro/provider/lincoln-financial-group) — Recordkeeper

- [PRUDENTIAL LIFE](https://planprovider.pro/provider/empower) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $3,138,432

- **Estimated Expense Ratio:** 0.070% 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|$3,247,000|$1,845,000|$1,112,000|—|—|

| 2023|$3,119,000|$1,522,000|$1,307,000|—|—|

| 2022|$3,598,000|$3,308,000|—|—|$290,000|

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