Costco 401 K Retirement Plan
Sponsored by Costco Wholesale Corporation · EIN 911223280 · Plan #002
- Total assets
- $41.0B
- Net assets
- $41.0B
- Active participants
- 212,976
- With balances
- 255,058
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| T. Rowe Price Japan, Inc. CRD 290585 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| T Rowe Price Rps Inc | Recordkeeping, Trustee (institutional), Trustee (directed) | $5,737,790 |
| Mondress Monaco Parr Lockwood Pllc | Consulting (general), Direct payment from the plan | $123,900 |