# Walmart INC. 401(k) Plan
Source: https://planprovider.pro/companies/walmart-inc-710415188-501

> Walmart INC.'s 401(k) plan: 1,650,312 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:** 1 CUSTOMER DRIVE, BENTONVILLE, AR, 72712

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

- **Plan Number:** 501

- **Total Participants:** 1,650,312

- **Total Assets:** $902.6M

## 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|1,650,312|$902.6M|$5.2B|$2.0B|

| 2023|1,644,160|$890.1M|$4.8B|$1.9B|

| 2022|2,076,632|$859.2M|$4.5B|$1.9B|

## 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|

| ARKANSAS BLUE CROSS AND BLUE SHIELD|Other Service Provider|$221,873,044|—|$221,873,044|

| AETNA|Other Service Provider|$33,999,310|—|$33,999,310|

| SEDGWICK|Other Service Provider|$32,811,898|—|$32,811,898|

| UMR|Other Service Provider|$26,874,858|—|$26,874,858|

| OPTUMRX|Other Service Provider|$25,399,171|—|$25,399,171|

| DELTA DENTAL OF AR|Other Service Provider|$10,565,779|—|$10,565,779|

| HEALTH DESIGN PLUS|Other Service Provider|$8,254,975|—|$8,254,975|

| INTELLIVO|Other Service Provider|$2,991,540|—|$2,991,540|

| MCS LIFE INSURANCE CO|Other Service Provider|$2,871,126|—|$2,871,126|

| HEALTHCARE HORIZONS|Other Service Provider|$2,751,370|—|$2,751,370|

| CONEXIS BENEFIT ADMINISTRATORS|Other Service Provider|$1,946,322|—|$1,946,322|

| VCG CONSULTANTS|Other Service Provider|$1,917,379|—|$1,917,379|

| VERISK HEALTH|Other Service Provider|$1,020,000|—|$1,020,000|

| MC-21 LLC|Other Service Provider|$296,208|—|$296,208|

| DENTAL PR|Other Service Provider|$104,822|—|$104,822|

| JPMORGAN BANK|Recordkeeper|$47,940|—|$47,940|

### Verified Provider Profiles

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

- [JPMORGAN BANK](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $373,725,742

- **Estimated Expense Ratio:** 41.406% 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|$373,725,742|—|$1,917,379|—|—|

| 2023|$360,661,999|—|$1,864,964|—|—|

| 2022|$339,174,172|—|—|—|—|

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