Western Digital Corporation 401(k) Plan
Sponsored by Western Digital Corporation · EIN 330956711 · Plan #003
- Total assets
- $2.5B
- Net assets
- $2.5B
- Active participants
- 6,598
- With balances
- 10,063
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Aon Investments Usa Inc. CRD 105596 | deterministic · 100% | 2024 |
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $340,002 |
| Empower Advisory Group, Llc | Investment management | $158,493 |
| Aon Investments Usa Inc | Investment advisory (plan) | $78,703 |
| Sageview Advisory Group, Llc | Investment advisory (plan) | $52,500 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $41,488 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $33,539 |
| Moss Adams Llp | Accounting | $29,400 |