Plan Snapshot
- Plan Sponsor: The Boeing Co. And Consolidated Subsidiaries
- Sponsor EIN: 910425694
- Sponsor Address: P.O. BOX 3707 M/C 6X7-04, SEATTLE, WA, 981242207
- Plan Type: 401(k)
- Plan Number: 092
- Total Participants: 0
- Total Assets: $73.5B
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 | $73.5B | $0 | $0 |
| 2023 | 0 | $71.5B | $0 | $0 |
| 2022 | 0 | $62.9B | $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 |
|---|---|---|---|---|
| EDELMAN FINANCIAL ENGINES, LLC | Other Service Provider | $23,419,760 | — | $23,419,760 |
| MFS INSTITUTIONAL ADVISORS, INC. | Other Service Provider | $5,110,659 | — | $5,110,659 |
| WELLINGTON TRUST COMPANY NA | Other Service Provider | $4,030,012 | — | $4,030,012 |
| JP MORGAN INVESTMENT MANAGEMENT INC | Recordkeeper | $3,973,378 | — | $3,973,378 |
| PACIFIC INVESTMENT MGMT CO LLC | Other Service Provider | $3,972,170 | — | $3,972,170 |
| WELLINGTON MANAGEMENT COMPANY LLP | Other Service Provider | $3,679,494 | — | $3,679,494 |
| BLACKROCK FINANCIAL MANAGEMENT, INC | Other Service Provider | $3,286,657 | — | $3,286,657 |
| THE NORTHERN TRUST COMPANY | Custodian / Trustee | $2,558,934 | — | $2,558,934 |
| ACADIAN ASSET MANAGEMENT LLC | Other Service Provider | $2,294,775 | — | $2,294,775 |
| JENNISON ASSOCIATES LLC | Recordkeeper | $2,120,463 | — | $2,120,463 |
| PGIM, INC. | Recordkeeper | $2,091,974 | — | $2,091,974 |
| COOKE & BIELER, LP | Other Service Provider | $1,658,202 | — | $1,658,202 |
| NUMERIC INVESTORS LLC | Other Service Provider | $1,650,428 | — | $1,650,428 |
| WILLIAM BLAIR INVESTMENT MGMT, LLC | Other Service Provider | $1,587,169 | — | $1,587,169 |
| THE BOEING COMPANY | Other Service Provider | $1,582,256 | — | $1,582,256 |
| JACOBS LEVY EQUITY MANAGEMENT, INC. | Other Service Provider | $1,516,218 | — | $1,516,218 |
| DEPRINCE, RACE & ZOLLO, INC. | Other Service Provider | $1,433,701 | — | $1,433,701 |
| HOTCHKIS AND WILEY CAPITAL MGMT LLC | Other Service Provider | $1,369,145 | — | $1,369,145 |
| BLACKROCK INST'L TRUST COMPANY, NA | Other Service Provider | $1,354,057 | — | $1,354,057 |
| RANGER INVESTMENT MANAGEMENT, L.P. | Other Service Provider | $1,242,487 | — | $1,242,487 |
| WESTERN ASSET MANAGEMENT COMPANY | Other Service Provider | $1,182,937 | — | $1,182,937 |
| FIDELITY INV INSTL OP CO LLC | Recordkeeper | $1,180,686 | — | $1,180,686 |
| HOOD RIVER CAPITAL MANAGEMENT | Other Service Provider | $1,159,452 | — | $1,159,452 |
| GOLDMAN SACHS ASSET MANAGEMENT, LP | Investment Advisor | $993,620 | — | $993,620 |
| NEWPORT TRUST COMPANY LLC | Other Service Provider | $977,912 | — | $977,912 |
| VOYA INVESTMENT MANAGEMENT CO LLC | Other Service Provider | $818,845 | — | $818,845 |
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $802,745 | — | $802,745 |
| JOHCM (USA) INC. | Other Service Provider | $784,819 | — | $784,819 |
| NORTHERN TRUST CORPORATION | Other Service Provider | $547,924 | — | $547,924 |
| FOLEY & LARDNER LLP | Other Service Provider | $353,438 | — | $353,438 |
| PRICEWATERHOUSECOOPERS LLP | Auditor | $345,433 | — | $345,433 |
| DELOITTE & TOUCHE LLP | Auditor | $298,000 | — | $298,000 |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | Other Service Provider | $249,547 | — | $249,547 |
| TIMESSQUARE CAPITAL MANAGEMENT | Other Service Provider | $158,210 | — | $158,210 |
| MORNINGSTAR, INC. | Recordkeeper | $117,475 | — | $117,475 |
| AON INVESTMENTS USA | Other Service Provider | $116,250 | — | $116,250 |
| FINANCIAL RECOVERY TECHNOLOGIES LLC | Other Service Provider | $86,900 | — | $86,900 |
| DASSETI, INC. | Other Service Provider | $67,925 | — | $67,925 |
| RUSSELL INVESTMENTS CAPITAL, LLC | Investment Advisor | $60,449 | — | $60,449 |
| IRON MOUNTAIN INFORMATION MNGMT LLC | Other Service Provider | $50,038 | — | $50,038 |
| CEM BENCHMARKING, INC. | Other Service Provider | $33,000 | — | $33,000 |
| EVESTMENT ALLIANCE, LLC | Other Service Provider | $31,248 | — | $31,248 |
| HUELER INVESTMENT SERVICES, INC. | Other Service Provider | $25,000 | — | $25,000 |
| FX TRANSPARENCY, LLC | Other Service Provider | $20,000 | — | $20,000 |
| ERNST & YOUNG U.S., LLP | Auditor | $15,961 | — | $15,961 |
| ADVISORY RESEARCH, INC. | Other Service Provider | $13,608 | — | $13,608 |
| MYRA R. DRUCKER | Investment Advisor | $11,574 | — | $11,574 |
| ROBERT J MANILLA | Investment Advisor | $11,017 | — | $11,017 |
| MSCI INC | Other Service Provider | $10,443 | — | $10,443 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JP MORGAN INVESTMENT MANAGEMENT INC — Recordkeeper
- JENNISON ASSOCIATES LLC — Recordkeeper
- PGIM, INC. — Recordkeeper
- FIDELITY INV INSTL OP CO LLC — Recordkeeper
- GOLDMAN SACHS ASSET MANAGEMENT, LP — Investment Advisor
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- PRICEWATERHOUSECOOPERS LLP — Auditor
- DELOITTE & TOUCHE LLP — Auditor
- MORNINGSTAR, INC. — Recordkeeper
- RUSSELL INVESTMENTS CAPITAL, LLC — Investment Advisor
- ERNST & YOUNG U.S., LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $80,456,395
- Estimated Expense Ratio: 0.109% 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 | $102,401,986 | $89,902,401 | — | $298,000 | — |
| 2023 | $96,474,845 | $85,115,873 | $20,114 | $287,000 | — |
| 2022 | $103,100,409 | $84,816,801 | $7,914,481 | — | $3,779,577 |