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401(k) Retirement Plan · Active

COSTCO PUERTO RICO RETIREMENT PLAN

COSTCO WHOLESALE CORPORATION·EIN 911223280
999 LAKE DRIVE · ISSAQUAH, WA 98027
Plan year
2024
Plan #
005
Industry
Filing ACK
202508051631…
Prospect flagsNo flags tripped

Summary metrics

Total assets (EOY)
$127.2M
$87,580 per participant
Active participants
1,473
93.1% participation
Participation rate
93.1%
98th percentile
Annual return
11.83%
7th percentile
Admin expense
0.06%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 0Watched years: 0
Section 02

How this plan compares

Peer groupIndustry45, Assets$100M-$500M, Participants1,000-4,999, Snapshot2024
  • Participant contribution
    $4,64054th pctile
  • Employer contribution
    $3,85288th pctile
  • Participation rate
    93.1%98th pctile
  • Assets per participant
    $87,58061st pctile
  • Expense efficiency
    $4878th pctile
  • Annual return
    11.83%7th 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
+$20.22M
Start of year to end of year
Section 04

Asset composition

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

Service providers

Top 1 by compensation
ProviderService typeCompensation
T ROWE PRICE RPS INC
Service code 15
Recordkeeping
$62,186
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2E2F2G2I2J2K2S2T3C3H
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.
  • 2S
    Automatic enrollment
    Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
  • 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.
  • 3C
    Plan not intended to be qualified
    A plan not intended to be qualified under Code sections 401 403 or 408.
  • 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$5,161,753
Participant total$6,217,205
Employer / P$3,852
Participant / P$4,640
Expenses
Admin expenses$64,415
Per participant$48.07
% of assets0.05%
Fidelity bond
Coverage amount$75,000,000
% of assets58.98%
Section 06

Other plans under this sponsor

Same EIN ·911223280
Plan #002$41,017,392,708
COSTCO 401K RETIREMENT PLAN