401(k) Retirement Plan · Active
AMAZON 401(K) PLAN
AMAZON.COM SERVICES, LLC·EIN 820544687
440 TERRY AVENUE NORTH · SEATTLE, WA 98109
Plan year
2024
Plan #
001
Industry
Filing ACK
202510130908…
Prospect flagsFailed to transmit contributionsCorrective distributions
Summary metrics
Total assets (EOY)
$34593.7M
$36,676 per participant
Active participants
1,343,800
90.1% participation
Participation rate
90.1%
96th percentile
Annual return
20.67%
86th percentile
Admin expense
0.02%
% of assets
Flag timeline
Issue history by plan year
Tripped years: 1Watched years: 0
2024
2 tripped
CleanWatchedTripped (shade = count)
Section 02
How this plan compares
Peer groupIndustry54, Assets>$1B, Participants>=10,000, Snapshot2024
- Participant contribution$3,7648th pctile
- Employer contribution$7593rd pctile
- Participation rate90.1%96th pctile
- Assets per participant$36,6760th pctile
- Expense efficiency$693rd pctile
- Annual return20.67%86th pctile
Overall peer rank
- Bottom quartile
- Mid
- Top quartile
Averaged across 6 normalized metrics within the selected peer group.
Fee trend
Fee trend vs peer
Less than 3 years of fee history available (1 on file)
Return trend
Return trend vs peer
Less than 3 years of return history available (1 on file)
Section 03
10-year trajectory
Less than 3 years of history available for this plan
We'll show a chart here once at least 3 consecutive filings are on record.
Section 04
Asset composition
End-of-year allocation
Cash drag vs peers
Plan cash
0.6%
Peer average
0.6%
In line with peersPeer marker at 0.6%
Section 04
Service providers
Top 2 by compensation
| Provider | Service type | Compensation |
|---|---|---|
FIDELITY INVESTMENTS INSTITUTIONAL Service code 37 | Loan Processing | $6,110,983 |
STRATEGIC ADVISORS, INC. Service code 27 | Advisory (Plan) | $633,262 |
Section 05Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliancePension benefit codes2F2G2J2K2S2T3H2R2E
Section 05
Plan features & details
ShowHide features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2F2G2J2K2S2T3H2R2E
Plan features
- 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.
- 2KCode section 401(m) arrangementEmployee 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.
- 2SAutomatic enrollmentPlan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
- 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.
- 3HControlled group memberPlan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).
- 2RParticipant-directed brokerage accountsParticipant-directed brokerage accounts provided as an investment option under the plan.
- 2EProfit-sharingProfit-sharing plan.
Contributions
Employer total$916,401,682
Participant total$4,545,601,486
Employer / P$759
Participant / P$3,764
Expenses
Admin expenses$7,050,726
Per participant$5.84
% of assets0.02%
Fidelity bond
Coverage amount$60,000,000
% of assets0.17%Below ERISA §412 10% minimum
Section 06
Other plans under this sponsor
Same EIN ·820544687
No other plans under this sponsor
Only this plan is filed under the sponsor's EIN.