# Microsoft Corporation 401(k) Plan
Source: https://planprovider.pro/companies/microsoft-corporation-401k-plan

> Microsoft Corporation's 401(k) plan: 123,878 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/russell-investments) — NONE

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — NONE

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

- [DELOITTE & TOUCHE, LLP](https://planprovider.pro/provider/deloitte-and-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|

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