Bj's Wholesale Club, Inc. 401(k) Savings Plan
Sponsored by Bj's Wholesale Club Inc · EIN 043360747 · Plan #001 · Marlborough, MA
- Total assets
- $661M
- Net assets
- $661M
- Active participants
- 34,191
- With balances
- 15,178
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Rowland, Duncan S. CRD 161597 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $720,051 |
| Rocaton Investment Advisors, Llc | Investment advisory (plan) | $68,703 |
| Clifton Larson Allen Llp | Accounting | $30,450 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $13,320 |