401(k) Retirement Plan · Active
JET.COM RETIREMENT TRUST
WALMART INC.·EIN 710415188
508 SW 8TH STREET · BENTONVILLE, AR 72716
Plan year
2024
Plan #
006
Industry
Filing ACK
202508201246…
Prospect flagsNo flags tripped
Summary metrics
Total assets (EOY)
$4.3M
$10,009 per participant
Active participants
429
44.8% participation
Participation rate
44.8%
4th percentile
Annual return
11.23%
15th percentile
Admin expense
0.14%
% of assets
Flag timeline
Issue history by plan year
Tripped years: 0Watched years: 0
2021
Clean
2022
Clean
2023
Clean
2024
Clean
CleanWatchedTripped (shade = count)
Section 02
How this plan compares
Peer groupIndustry45, Assets$1M-$5M, Participants100-249, Snapshot2024
- Participant contribution$00th pctile
- Employer contribution$00th pctile
- Participation rate44.8%4th pctile
- Assets per participant$10,00919th pctile
- Expense efficiency$1487th pctile
- Annual return11.23%15th pctile
Overall peer rank
- Bottom quartile
- Mid
- Top quartile
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
+$336.2K
Start of year to end of year
Section 04
Asset composition
End-of-year allocation
Cash drag vs peers
Plan cash
0.0%
Peer average
5.8%
In line with peersPeer marker at 5.8%
Section 04
Service providers
Providers data not reported
Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.
Section 05Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliancePension benefit codes2E2F2G2J2T3D
Section 05
Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2E2F2G2J2T3D
Plan features
- 2EProfit-sharingProfit-sharing plan.
- 2FERISA section 404(c) planThis plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
- 2GTotal participant-directed account planParticipants 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.
- 2JCode section 401(k) featureCash 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.
- 2TDefault investment accountTotal or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
- 3DPre-approved pension planA master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
Contributions
Employer total$0
Participant total$0
Employer / P$0
Participant / P$0
Expenses
Admin expenses$2,660
Per participant$13.85
% of assets0.06%
Fidelity bond
Coverage amount$500,000
% of assets11.64%
Section 06
Other plans under this sponsor
Same EIN ·710415188