Plan Snapshot
- Plan Sponsor: Microsoft Corporation
- Sponsor EIN: 911144442
- Sponsor Address: ONE MICROSOFT WAY, REDMOND, WA, 908526399
- Plan Type: 401(k)
- Total Participants: 123,878
- Total Assets: $65.6B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 123,878 | $65.6B | $1.2B | $3.0B |
| 2023 | 118,818 | $53.2B | $1.1B | $2.8B |
| 2022 | 123,296 | $39.6B | $1.0B | $2.6B |
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 |
|---|---|---|---|---|
| RUSSELL INVESTMENTS | NONE | $13,313,150 | — | $13,313,150 |
| ARTISAN PARTNERS LIMITED PARTNERSHI | NONE | $9,583,450 | — | $9,583,450 |
| STRATEGIC ADVISORS, INC. | NONE | $3,520,925 | — | $3,520,925 |
| PIMCO | NONE | $2,102,164 | — | $2,102,164 |
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $1,503,512 | — | $1,503,512 |
| DIMENSIONAL FUND ADVISORS | NONE | $1,367,280 | — | $1,367,280 |
| SILVERCREST ASSET MANAGEMENT GROUP | NONE | $820,837 | — | $820,837 |
| ARIEL INVESTMENTS | NONE | $328,560 | — | $328,560 |
| DELOITTE & TOUCHE, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS — NONE
- STRATEGIC ADVISORS, INC. — NONE
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
- DELOITTE & TOUCHE, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,539,878
- Estimated Expense Ratio: 0.050% 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 | $32,279,436 | $31,786,959 | $95,850 | — | — |
| 2023 | $21,737,806 | $20,700,826 | $66,900 | — | — |
| 2022 | $19,429,107 | $14,611,611 | — | — | $50,645 |