# Whole Foods Market, INC. 401(k) Plan
Source: https://planprovider.pro/companies/whole-foods-market-inc-401k-plan

> Whole Foods Market, INC.'s 401(k) plan: 95,856 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

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

- [COOK STREET CONSULTING, INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — CONSULTANT

- [FORVIS MAZARS, LLP](https://planprovider.pro/provider/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|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/whole-foods-market-inc-401k-plan)

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