Plan Snapshot
- Plan Sponsor: Whole Foods Market, INC.
- Sponsor EIN: 741989366
- Sponsor Address: 550 BOWIE STREET, AUSTIN, TX, 787034644
- Plan Type: 401(k)
- Total Participants: 95,856
- Total Assets: $2.4B
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 | 95,856 | $2.4B | $52.8M | $249.3M |
| 2023 | 92,280 | $2.1B | $8.7M | $235.3M |
| 2022 | 100,700 | $1.7B | $8.6M | $234.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $3,539,788 | — | $3,539,788 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $493,731 | — | $493,731 |
| COOK STREET CONSULTING, INC. | CONSULTANT | $97,288 | — | $97,288 |
| FORVIS MAZARS, LLP | ACCOUNTANT/AUDITOR | $39,900 | — | $39,900 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- COOK STREET CONSULTING, INC. — CONSULTANT
- FORVIS MAZARS, LLP — ACCOUNTANT/AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,170,707
- Estimated Expense Ratio: 0.171% 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 | $4,165,833 | $493,731 | $4,500 | $39,900 | — |
| 2023 | $4,354,833 | $454,048 | $6,900 | $31,500 | — |
| 2022 | $4,288,913 | $417,797 | — | — | — |