# Walmart INC. 401(k) Plan
Source: https://planprovider.pro/companies/walmart-inc-710415188-004

> Walmart INC.'s 401(k) plan: 11,133 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:** 004

- **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.|

| 2024|11,133|$180.2M|$9.0M|$10.0M|

| 2023|10,907|$139.1M|$9.0M|$10.0M|

| 2022|10,789|$112.6M|$9.2M|$10.2M|

## 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|Other Service Provider|$168,066|—|$168,066|

| BANCO POPULAR DE PUERTO RICO|Other Service Provider|$61,256|—|$61,256|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $229,322

- **Estimated Expense Ratio:** 0.127% 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|$344,145|$1,003|$167,849|—|—|

| 2023|$203,783|$1,275|$155,078|—|—|

| 2022|$249,629|$1,275|$193,575|—|$54,779|

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