Plan Snapshot
- Plan Sponsor: Walgreen Co.
- Sponsor EIN: 361924025
- Sponsor Address: 106 WILMOT RD, DEERFIELD, IL, 60015
- Plan Type: 401(k)
- Total Participants: 215,583
- Total Assets: $14.5B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 215,583 | $14.5B | $230.0M | $480.4M |
| 2023 | 233,635 | $13.4B | $227.1M | $484.9M |
| 2022 | 235,331 | $11.7B | $229.5M | $475.6M |
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 |
|---|---|---|---|---|
| FID INV INST OPS CO | RECORDKEEPER | $3,864,420 | — | $3,864,420 |
| DELOITTE & TOUCHE LLP | ACCOUNTING | $78,449 | — | $78,449 |
| GRANT THORNTON LLP | Auditor | $78,449 | — | $78,449 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FID INV INST OPS CO — RECORDKEEPER
- DELOITTE & TOUCHE LLP — ACCOUNTING
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,021,318
- Estimated Expense Ratio: 0.028% 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 | $3,942,869 | — | — | $78,449 | — |
| 2023 | $4,170,353 | — | — | — | — |
| 2022 | $5,209,123 | — | — | — | — |