# Walmart INC. 401(k) Plan
Source: https://planprovider.pro/companies/walmart-inc-710415188-003

> Walmart INC.'s 401(k) plan: 1,670,732 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Walmart INC.

- **Sponsor EIN:** 710415188

- **Sponsor Address:** 508 SW 8TH STREET, BENTONVILLE, AR, 727160295

- **Plan Type:** 401(k)

- **Plan Number:** 003

- **Total Participants:** 1,670,732

- **Total Assets:** $50.8B

## 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|1,670,732|$50.8B|$1.8B|$2.6B|

| 2023|1,635,899|$41.5B|$1.6B|$2.2B|

| 2022|1,611,202|$36.7B|$1.5B|$2.1B|

## 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|

| MERRILL LYNCH PIERCE FENNER SMITH I|Other Service Provider|$24,035,254|—|$24,035,254|

| BLACKROCK INSTITUTIONAL TRUST CO NA|Other Service Provider|$3,799,185|—|$3,799,185|

| VAUGHAN NELSON INVESTMENT MGMT|Other Service Provider|$2,961,377|—|$2,961,377|

| LOOMIS SAYLES|Other Service Provider|$2,207,467|—|$2,207,467|

| D.F. DENT AND COMPANY, INC.|Other Service Provider|$1,990,575|—|$1,990,575|

| RICE HALL JAMES & ASSOCIATES, LLC|Other Service Provider|$1,487,633|—|$1,487,633|

| WELLINGTON TRUST COMPANY, N.A.|Other Service Provider|$1,006,403|—|$1,006,403|

| NUVEEN ASSET MANAGEMENT|Other Service Provider|$979,352|—|$979,352|

| NORTHERN TRUST COMPANY|Other Service Provider|$968,611|—|$968,611|

| SYSTEMATIC FINANCIAL MANAGEMENT|Other Service Provider|$698,530|—|$698,530|

| DRIEHAUS CAPITAL MANAGEMENT LLC|Other Service Provider|$504,794|—|$504,794|

| JP MORGAN INVESTMENT MANAGEMENT INC|Recordkeeper|$302,335|—|$302,335|

| MEKETA INVESTMENT GROUP|Other Service Provider|$266,162|—|$266,162|

| MERCER|Investment Advisor|$53,992|—|$53,992|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JP MORGAN INVESTMENT MANAGEMENT INC](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [MERCER](https://planprovider.pro/provider/marsh-mclennan-agency) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $41,261,670

- **Estimated Expense Ratio:** 0.081% 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|$41,265,152|$16,261,287|$24,035,254|—|—|

| 2023|$33,503,939|$11,439,419|$21,215,161|—|—|

| 2022|$34,604,824|$12,105,759|$21,652,462|—|$846,603|

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