a36analytics
401(k) Retirement Plan · Active

MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN

MICROSOFT CORPORATION·EIN 911144442
ONE MICROSOFT WAY · REDMOND, WA 908526399
Plan year
2024
Plan #
001
Industry
Filing ACK
202506271625…
Prospect flagsNo flags tripped

Summary metrics

Total assets (EOY)
$65646M
$369,032 per participant
Active participants
183,509
67.7% participation
Participation rate
67.7%
44th percentile
Annual return
21.04%
95th percentile
Admin expense
0.07%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 2Watched years: 0
Section 02

How this plan compares

Peer groupIndustry51, Assets>$1B, Participants>=10,000, Snapshot2024
  • Participant contribution
    $24,16371st pctile
  • Employer contribution
    $9,36083rd pctile
  • Participation rate
    67.7%44th pctile
  • Assets per participant
    $369,03278th pctile
  • Expense efficiency
    $26124th pctile
  • Annual return
    21.04%95th pctile
Overall peer rank

Averaged across 6 normalized metrics within the selected peer group.

Fee trend
Return trend
Section 03

10-year trajectory2021 - 2024

How plan year 2024 played out
Asset flow
+$12.42B
Start of year to end of year
Section 04

Asset composition

End-of-year allocation
Cash drag vs peers
Section 04

Service providers

Top 8 by compensation
ProviderService typeCompensation
RUSSELL INVESTMENTS
Service code 28
Investment Management
$13,313,150
ARTISAN PARTNERS LIMITED PARTNERSHI
Service code 28
Investment Management
$9,583,450
STRATEGIC ADVISORS, INC.
Service code 27
Advisory (Plan)
$3,520,925
PIMCO
Service code 28
Investment Management
$2,102,164
FIDELITY INVESTMENTS INSTITUTIONAL
Service code 37
Loan Processing
$1,503,512
DIMENSIONAL FUND ADVISORS
Service code 28
Investment Management
$1,367,280
SILVERCREST ASSET MANAGEMENT GROUP
Service code 28
Investment Management
$820,837
ARIEL INVESTMENTS
Service code 28
Investment Management
$328,560
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2E2F2G2I2J2K2O2R2T3H
Plan features
  • 2E
    Profit-sharing
    Profit-sharing plan.
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2I
    Stock bonus
    Stock bonus plan.
  • 2J
    Code section 401(k) feature
    Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 2O
    ESOP other than a leveraged ESOP
    Employee stock ownership plan that is not leveraged.
  • 2R
    Participant-directed brokerage accounts
    Participant-directed brokerage accounts provided as an investment option under the plan.
  • 2T
    Default investment account
    Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
  • 3H
    Controlled group member
    Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
Contributions
Employer total$1,159,497,574
Participant total$2,993,204,994
Employer / P$9,360
Participant / P$24,163
Expenses
Admin expenses$32,279,436
Per participant$260.57
% of assets0.05%
Fidelity bond
Coverage amount$5,000,000
% of assets0.01%Below ERISA §412 10% minimum
Section 06

Other plans under this sponsor

Same EIN ·911144442
No other plans under this sponsor
Only this plan is filed under the sponsor's EIN.