# Western Digital Corporation 401(k) Plan
Source: https://planprovider.pro/companies/western-digital-corporation-401k-plan

> Western Digital Corporation's 401(k) plan: 6,598 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Western Digital Corporation

- **Sponsor EIN:** 330956711

- **Sponsor Address:** 5601 GREAT OAKS PARKWAY, SAN JOSE, CA, 95119

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

- **Total Participants:** 6,598

- **Total Assets:** $2.5B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|6,598|$2.5B|$26.4M|$104.3M|

| 2023|6,558|$2.2B|$4.6M|$100.1M|

| 2022|7,690|$2.0B|$34.2M|$120.0M|

## 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|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$340,002|—|$340,002|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$158,493|—|$158,493|

| AON INVESTMENTS USA INC|INVESTMENT ADVISOR|$78,703|—|$78,703|

| SAGEVIEW ADVISORY GROUP, LLC|INVESTMENT ADVISOR|$52,500|—|$52,500|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$41,488|—|$41,488|

| STRATEGIC ADVISORS, INC.|ADVISOR|$33,539|—|$33,539|

| MOSS ADAMS LLP|AUDITOR|$29,400|—|$29,400|

| WITHUM BROWN AND SMITH PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [SAGEVIEW ADVISORY GROUP, LLC](https://planprovider.pro/provider/sageview-advisory-group) — INVESTMENT ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WITHUM BROWN AND SMITH PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $734,125

- **Estimated Expense Ratio:** 0.030% 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|$213,646|$59,789|—|—|—|

| 2023|$829,981|$349,630|—|$28,350|—|

| 2022|$583,119|$205,789|—|—|$27,450|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/western-digital-corporation-401k-plan)

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