Employers › 7-eleven
Recordkeeping fees per participant · 7-eleven, Inc. 401(k) Plan · plan year 2024
$97.59
Higher than 98% of the 790 plans over $1B that report it.
= $1,743,748 / 17,868
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010151244NAL0007924417001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010151244NAL0007924417001, received 2025-10-10
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.
Administrative expenses excluding investment management, per participant
$97.59
Higher than 90% of the 1,045 plans over $1B that report it.
= $1,743,748 / 17,868
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010151244NAL0007924417001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010151244NAL0007924417001, received 2025-10-10
Administrative expenses per participant
$97.59
Higher than 70% of the 1,076 plans over $1B that report it.
= $1,743,748 / 17,868
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010151244NAL0007924417001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010151244NAL0007924417001, received 2025-10-10
Administrative expenses as a share of assets
0.167%
Higher than 97% of the 1,076 plans over $1B that report it.
= $1,743,748 / $1,045,871,550
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010151244NAL0007924417001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010151244NAL0007924417001, received 2025-10-10
Employer contributions per participant
$1,740
Higher than 14% of the 1,135 plans over $1B that report it.
= $31,094,813 / 17,868
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010151244NAL0007924417001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010151244NAL0007924417001, received 2025-10-10
Employer share of total contributions
29.5%
Higher than 37% of the 1,135 plans over $1B that report it.
= $31,094,813 / $105,561,127
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010151244NAL0007924417001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010151244NAL0007924417001, received 2025-10-10
Plan terms are described in 7-eleven, Inc.'s SEC filings: Form 10-K filed 2005-03-16. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3B · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010151244NAL0007924417001, received 2025-10-10
| Field | Value | Source |
|---|---|---|
| Plan sponsor | 7-ELEVEN, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Plan name | 7-ELEVEN, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Sponsor EIN / plan number | 75-1085131 / 101 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Sponsor location | IRVING, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Industry (business code) | 445120, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Participants, beginning of year | 65,473 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Active participants | 66,965 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Participants, end of year | 71,029 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Participants with an account balance | 17,868 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Total assets, beginning of year | $977,187,040 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Total assets, end of year | $1,045,871,550 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Net assets, end of year | $1,045,845,297 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Total income | $213,515,673 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Net income | $68,664,953 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Employer contributions | $31,094,813 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Participant contributions | $63,590,533 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $10,875,781 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Total contributions | $105,561,127 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Benefit payments | $143,106,972 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $144,850,720 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Total administrative expenses | $1,743,748 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Recordkeeping fees | $1,743,748 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Investment advisory and management fees | $0 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Administrative expenses excluding investment management | $1,743,748 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Held in common/collective trusts | $835,936,915 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Held in mutual funds | $180,241,334 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010151244NAL0007924417001, received 2025-10-10 |
| Independent auditor | CROWE | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010151244NAL0007924417001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010151244NAL0007924417001, received 2025-10-10.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $1,119,475 | yes |
| WILLIS TOWERS WATSON US LLC | CONSULTANT | 10 Accounting (including auditing); 16 Consulting (general) | $250,950 | no |
| FIDUCIENT ADVISORS LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $222,386 | no |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $146,496 | no |
| CROWE LLP | ACCOUNTANT/AUDITOR | 10 Accounting (including auditing) | $6,799 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010151244NAL0007924417001, received 2025-10-10.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $977,187,040 | $1,045,871,550 | 7.0% |
| Participants with a balance | 19,581 | 17,868 | -8.7% |
| Administrative expenses | $896,909 | $1,743,748 | 94.4% |
| Recordkeeping fees per participant | $45.81 | $97.59 | 113.1% |
| Employer contributions | $33,050,489 | $31,094,813 | -5.9% |
Prior filing 20241015152855NAL0028934801001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: 7-ELEVEN, INC.; SEC registrant: 7 ELEVEN INC (CIK 92344, matched by EIN).