# Macys INC DB Plan
Source: https://planprovider.pro/companies/macys-inc-plan-012

> Macys INC's DB plan: 15,538 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:** DB

- **Total Participants:** 15,538

- **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|15,538|$1.9B|$0|$0|

| 2023|17,160|$2.0B|$0|$0|

| 2022|18,751|$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|

| MERRILL LYNCH,PIERCE,FENNER & SMITH|NONE|$2,044,013|—|$2,044,013|

| MACY'S, INC.|PLAN ADMIN/PLAN COMM|$1,581,047|—|$1,581,047|

| AON CONSULTING INC.|NONE|$825,744|—|$825,744|

| CLASSICAL MARKETING, LLC|NONE|$22,870|—|$22,870|

| RSVP|NONE|$20,522|—|$20,522|

| CLARK SCHAEFER HACKETT & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [AON CONSULTING INC.](https://planprovider.pro/provider/alight-solutions) — NONE

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $4,494,196

- **Estimated Expense Ratio:** 0.240% 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|$8,401,000|—|—|—|—|

| 2023|$11,482,000|—|—|$46,000|—|

| 2022|$10,027,000|—|$1,606,000|—|$2,736,000|

## Similar Plans

- [Big Lots, INC.](https://planprovider.pro/companies/big-lots-inc-401k-plan) — 19,448 participants

- [Macys, INC.](https://planprovider.pro/companies/macys-inc-401k-plan) — 103,247 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/macys-inc-plan-012)

© 2026 PlanProvider.Pro