Plans listing this provider
2,677
4.74% of the 56,420 plans with Schedule H financials; 2,686 in 2023
Providers › The Vanguard Group, Inc.
The Vanguard Group, Inc.
- Service provider, as named on Schedule C
- EIN 231945930
- Plan year 2024
- Direct compensation reported $200,003,301
Assets of those plans
$764,291,203,138
9.81% of all Schedule H plan assets
Plans where it is the recordkeeper
2,489
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$67.38
across 2,411 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 2,383 |
| 52 | Investment management fees paid indirectly by plan | 2,101 |
| 99 | Other fees | 1,976 |
| 37 | Participant loan processing | 1,942 |
| 50 | Direct payment from the plan | 1,326 |
| 68 | Soft dollars commissions | 1,239 |
| 64 | Recordkeeping fees | 1,128 |
| 25 | Trustee (directed) | 851 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| IBM 401(k) Plan | International Business Machines | $60,393,556,150 | 147,543 | $1,388,233 |
| Google LLC 401(k) Savings Planrecordkeeper | $48,738,057,415 | 154,637 | $834,706 | |
| CVS Health Future Fund 401(k) Planrecordkeeper | CVS Health | $30,087,909,242 | 230,636 | $5,431,119 |
| Fedex Corporation Retirement Savings Planrecordkeeper | FedEx | $25,378,065,969 | 140,526 | $2,378,306 |
| Kaiser Permanente 401(k) Retirement Planrecordkeeper | Kaiser Foundation Health Plan | $22,541,089,460 | 176,765 | $2,418,261 |
| State Farm 401(k) Savings Planrecordkeeper | State Farm Mutual Automobile Insurance | $19,010,099,056 | 99,752 | $585,741 |
| Kaiser Permanente Tax Sheltered Annuity Planrecordkeeper | Kaiser Foundation Health Plan | $13,849,659,130 | 104,754 | $1,309,001 |
| Leidos, Inc. Retirement Planrecordkeeper | Leidos | $11,790,942,581 | 53,187 | $1,236,845 |
| KPMG 401(k) Capital Accumulation Plan | TL Ventures IV | $10,492,716,824 | 54,737 | $0 |
| The Cargill Partnership Planrecordkeeper | Cargill | $8,920,648,359 | 42,541 | $821,284 |
| SAP America, Inc. 401(k) Planrecordkeeper | SAP | $8,142,834,839 | 25,371 | $816,839 |
| Cox Enterprises, Inc. 401(k) Planrecordkeeper | Cox Enterprises | $8,132,054,996 | 60,459 | $1,920,840 |
| Stryker Corporation 401(k) Savings and Retirement Planrecordkeeper | Stryker | $7,871,213,209 | 35,640 | $1,291,120 |
| Phillips 66 Savings Planrecordkeeper | Phillips 66 | $7,674,758,862 | 17,803 | $739,479 |
| Emerson Savings Planrecordkeeper | Emerson Electric | $7,357,409,447 | 27,334 | $0 |
| Elevator Constructors Annuity and 401(k) Retirement Plan | BD of Trustees of the Elev Constu Annuity and 401k RET Plan | $7,291,286,104 | 32,732 | $0 |
| Boston Scientific Corporation 401(k) Retirement Savings Planrecordkeeper | Boston Scientific | $6,775,289,067 | 31,377 | $655,583 |
| Aon Savings Planrecordkeeper | Aon | $6,705,680,865 | 24,239 | $308,831 |
| National Grid USA Co. Incentive Thrift Planrecordkeeper | National Grid USA Service | $6,435,482,235 | 23,847 | $978,785 |
| Jacobs 401(k) Plus Savings Planrecordkeeper | Jacobs Engineering Group | $6,379,081,600 | 28,758 | $913,344 |
| The Consolidated Edison Thrift Savings Planrecordkeeper | Consolidated Edison Company of New York | $6,350,080,435 | 20,761 | $1,029,590 |
| Geico 401(k) Savings Planrecordkeeper | Geico | $6,227,697,332 | 46,421 | $1,998,242 |
| Science Applications International Corporation Retirement Planrecordkeeper | Science Applications International | $5,420,553,885 | 31,738 | $1,185,619 |
| Adobe Inc. 401(k) Retirement Savings Planrecordkeeper | Adobe | $5,033,482,878 | 21,168 | $176,397 |
| Farmers Group, Inc. 401(k) Savings Planrecordkeeper | Farmers Group | $4,990,013,609 | 28,334 | $1,208,522 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.