Plan Snapshot
- Plan Sponsor: Macys INC
- Sponsor EIN: 133324058
- Sponsor Address: 145 PROGRESS PLACE, SPRINGDALE, OH, 45246
- Plan Type: 401(k)
- Plan Number: 015
- Total Participants: 0
- Total Assets: $1.9B
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 | $1.9B | $0 | $0 |
| 2023 | 0 | $2.0B | $0 | $0 |
| 2022 | 0 | $2.3B | $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 |
|---|---|---|---|---|
| GSAM | Investment Advisor | $976,620 | — | $976,620 |
| PIMCO | Other Service Provider | $463,562 | — | $463,562 |
| PRUDENTIAL INSURANCE CO. | Recordkeeper | $332,255 | — | $332,255 |
| J.P. MORGAN INVESTMENT MANAGEMENT | Recordkeeper | $315,290 | — | $315,290 |
| J.P. MORGAN CHASE BANK | Recordkeeper | $307,620 | — | $307,620 |
| VOYA INVESTMENT TRUST COMPANY | Other Service Provider | $239,229 | — | $239,229 |
| WELLINGTON MANAGEMENT CO. | Other Service Provider | $208,653 | — | $208,653 |
| ADAMS STREET PARTNERS | Investment Advisor | $198,651 | — | $198,651 |
| NISA INVESTMENT ADVISORS, LLC | Other Service Provider | $194,219 | — | $194,219 |
| PRINCIPAL | Other Service Provider | $135,461 | — | $135,461 |
| WELLINGTON TRUST COMPANY | Other Service Provider | $135,103 | — | $135,103 |
| WELLS FARGO BANK, N.A. | Other Service Provider | $90,665 | — | $90,665 |
| BLACKROCK INSTITUTIONAL TRUST CO. | Other Service Provider | $52,058 | — | $52,058 |
| ROBECO EMERGING M | Other Service Provider | $42,165 | — | $42,165 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $5,322 | — | $5,322 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GSAM — Investment Advisor
- PRUDENTIAL INSURANCE CO. — Recordkeeper
- J.P. MORGAN INVESTMENT MANAGEMENT — Recordkeeper
- J.P. MORGAN CHASE BANK — Recordkeeper
- ADAMS STREET PARTNERS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,696,873
- Estimated Expense Ratio: 0.193% 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 | $3,665,000 | $3,131,000 | — | — | — |
| 2023 | $4,901,000 | $4,370,000 | — | — | — |
| 2022 | $4,808,000 | $4,808,000 | — | — | — |