Plan Snapshot
- Plan Sponsor: Walmart INC.
- Sponsor EIN: 710415188
- Sponsor Address: 508 SW 8TH STREET, BENTONVILLE, AR, 727160295
- Plan Type: 401(k)
- Total Participants: 11,133
- Total Assets: $180.2M
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. |
|---|---|---|---|---|
| 2025 | 11,133 | $180.2M | $0 | $0 |
| 2024 | 10,907 | $139.1M | $0 | $0 |
| 2023 | 10,789 | $112.6M | $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 |
|---|---|---|---|---|
| ERNST & YOUNG, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ERNST & YOUNG, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $344,145 | $1,003 | $167,849 | — | — |
| 2024 | $203,783 | $1,275 | $155,078 | — | — |
| 2023 | $249,629 | $1,275 | $193,575 | — | $54,779 |