Whole Foods Market Growing Your Future 401(k) Plan
Sponsored by Whole Foods Market, Inc. · EIN 741989366 · Plan #002
- Total assets
- $2.4B
- Net assets
- $2.4B
- Active participants
- 95,856
- With balances
- 99,215
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 |
|---|---|---|
| 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 | $3,539,788 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $493,731 |
| Cook Street Consulting, Inc. | Consulting (general) | $97,288 |
| Forvis Mazars, Llp | Accounting | $39,900 |