Plan Snapshot
- Plan Sponsor: The Boeing Co. And Consolidated Subsidiaries
- Sponsor EIN: 910425694
- Sponsor Address: P.O. BOX 3707 M/C 6X5-08, SEATTLE, WA, 981242207
- Plan Type: 401(k)
- Plan Number: 062
- Total Participants: 0
- Total Assets: $46.2B
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 | $46.2B | $0 | $0 |
| 2023 | 0 | $48.9B | $0 | $0 |
| 2022 | 0 | $49.9B | $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 |
|---|---|---|---|---|
| BLACKROCK INSTL TRUST COMPANY, N.A. | Other Service Provider | $8,868,717 | — | $8,868,717 |
| PACIFIC INVESTMENT MANAGEMENT LLC | Other Service Provider | $3,835,629 | — | $3,835,629 |
| OAKTREE CAPITAL MANAGEMENT, L.P. | Other Service Provider | $3,653,107 | — | $3,653,107 |
| JPMORGAN CHASE BANK, N.A. | Custodian / Trustee | $3,348,650 | — | $3,348,650 |
| WELLINGTON MANAGEMENT COMPANY, LLP | Other Service Provider | $3,327,793 | — | $3,327,793 |
| CAPITAL INTERNATIONAL, INC. | Other Service Provider | $3,195,961 | — | $3,195,961 |
| J.P. MORGAN INVMT MANAGEMENT INC. | Recordkeeper | $3,183,318 | — | $3,183,318 |
| GRANTHAM, MAYO, VAN OTTERLOO & CO | Other Service Provider | $3,130,731 | — | $3,130,731 |
| BLACKROCK FINANCIAL MANAGEMENT, INC | Other Service Provider | $2,577,794 | — | $2,577,794 |
| LEGAL & GENERAL INVT MNGMT AMERICA | Other Service Provider | $2,468,331 | — | $2,468,331 |
| WILLIAM BLAIR INVESTMENT MNGMT LLC | Other Service Provider | $2,260,998 | — | $2,260,998 |
| MARATHON ASSET MANAGEMENT LIMITED | Other Service Provider | $2,170,018 | — | $2,170,018 |
| ARTISAN PARTNERS LIMITED PARTNERSHP | Other Service Provider | $2,147,018 | — | $2,147,018 |
| MORGAN STANLEY INVESTMENT MNGMT INC | Other Service Provider | $2,031,946 | — | $2,031,946 |
| MFS INSTITUTIONAL ADVISORS, INC. | Other Service Provider | $1,963,686 | — | $1,963,686 |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | Investment Advisor | $1,949,159 | — | $1,949,159 |
| ARROWSTREET CAPITAL, LP | Other Service Provider | $1,836,032 | — | $1,836,032 |
| WESTERN ASSET MANAGEMENT CO. LLC | Other Service Provider | $1,780,373 | — | $1,780,373 |
| ERNST & YOUNG U.S., LLP | Auditor | $1,639,408 | — | $1,639,408 |
| HOTCHKIS AND WILEY CAPITAL MGMT LLC | Other Service Provider | $1,628,601 | — | $1,628,601 |
| BAILLIE GIFFORD OVERSEAS LTD (BGO) | Other Service Provider | $1,582,295 | — | $1,582,295 |
| PAYDEN & RYGEL | Other Service Provider | $1,339,430 | — | $1,339,430 |
| SNYDER CAPITAL MANAGEMENT, L.P | Other Service Provider | $1,287,055 | — | $1,287,055 |
| NEXT CENTURY GROWTH INVESTORS, LLC | Other Service Provider | $1,183,584 | — | $1,183,584 |
| CLEARBRIDGE INVESTMENTS NA PTY LTD | Other Service Provider | $1,045,245 | — | $1,045,245 |
| HARRIS ASSOCIATES L.P. | Other Service Provider | $1,043,387 | — | $1,043,387 |
| NUVEEN ASSET MANAGEMENT, LLC | Other Service Provider | $974,540 | — | $974,540 |
| LONGFELLOW INVT MANAGEMENT CO, LLC | Other Service Provider | $973,838 | — | $973,838 |
| JENNISON ASSOCIATES LLC | Recordkeeper | $794,172 | — | $794,172 |
| ALBOURNE AMERICA LLC | Other Service Provider | $734,000 | — | $734,000 |
| SCHRODER INVESTMENT MANAGEMENT NA | Other Service Provider | $730,177 | — | $730,177 |
| NUMERIC INVESTORS LLC | Other Service Provider | $674,999 | — | $674,999 |
| HUDSON ADVISORS, L.P. | Other Service Provider | — | $657,339 | $657,339 |
| HOGAN LOVELLS US LLP | ERISA Attorney | $583,536 | — | $583,536 |
| PUGH CAPITAL MANAGEMENT, INC. | Other Service Provider | $563,990 | — | $563,990 |
| FAEGRE DRINKER BIDDLE & REATH LLP | ERISA Attorney | $531,978 | — | $531,978 |
| NEUBERGER BERMAN INVT ADVISERS LLC | Other Service Provider | $523,102 | — | $523,102 |
| MSCI INC. | Other Service Provider | $503,417 | — | $503,417 |
| MARINER INVESTMENT GROUP, LLC | Other Service Provider | $363,335 | — | $363,335 |
| ALTER DOMUS (US) LLC | Other Service Provider | $337,808 | — | $337,808 |
| PRINCIPAL GLOBAL INVESTORS, LLC | Other Service Provider | $331,132 | — | $331,132 |
| AON INVESTMENTS USA | Other Service Provider | $307,500 | — | $307,500 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Other Service Provider | $243,733 | — | $243,733 |
| RUSSELL INVESTMENTS CAPITAL, LLC | Investment Advisor | $241,672 | — | $241,672 |
| HAMILTON LANE BEHALF OF SHOTT CAPIT | Other Service Provider | $215,905 | — | $215,905 |
| CORECOMMODITY MANAGEMENT, LLC | Other Service Provider | $197,173 | — | $197,173 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $194,766 | — | $194,766 |
| FINANCIAL RECOVERY TECHNOLOGIES LLC | Other Service Provider | $109,500 | — | $109,500 |
| PAUL HASTINGS LLP | Other Service Provider | $95,086 | — | $95,086 |
| BLOOMBERG L.P. | Other Service Provider | $80,651 | — | $80,651 |
| DASSETI, INC. | Other Service Provider | $67,925 | — | $67,925 |
| NED DAVIS RESEARCH, INC. | Other Service Provider | $50,806 | — | $50,806 |
| MYRA R. DRUCKER | Investment Advisor | $40,955 | — | $40,955 |
| ROBERT J MANILLA | Investment Advisor | $39,310 | — | $39,310 |
| CEM BENCHMARKING INC. | Other Service Provider | $33,000 | — | $33,000 |
| EVESTMENT ALLIANCE, LLC | Other Service Provider | $31,220 | — | $31,220 |
| MORGAN, LEWIS & BOCKIUS LLP | ERISA Attorney | $22,743 | — | $22,743 |
| FX TRANSPARENCY, LLC | Other Service Provider | $20,000 | — | $20,000 |
| S&P GLOBAL LIMITED | Other Service Provider | $9,810 | — | $9,810 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $7,213 | — | $7,213 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JPMORGAN CHASE BANK, N.A. — Custodian / Trustee
- J.P. MORGAN INVMT MANAGEMENT INC. — Recordkeeper
- GOLDMAN SACHS ASSET MANAGEMENT, LP — Investment Advisor
- ERNST & YOUNG U.S., LLP — Auditor
- JENNISON ASSOCIATES LLC — Recordkeeper
- HOGAN LOVELLS US LLP — ERISA Attorney
- FAEGRE DRINKER BIDDLE & REATH LLP — ERISA Attorney
- RUSSELL INVESTMENTS CAPITAL, LLC — Investment Advisor
- PRICEWATERHOUSECOOPERS LLP — Auditor
- MORGAN, LEWIS & BOCKIUS LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $75,764,597
- Estimated Expense Ratio: 0.164% 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 | $83,416,519 | $70,533,249 | — | — | — |
| 2023 | $76,465,902 | $64,754,689 | — | — | — |
| 2022 | $91,121,352 | $85,061,092 | — | — | $6,060,260 |