Employers › Dell
Recordkeeping fees per participant · Dell Inc. 401(k) Plan · plan year 2024
$14.11
Higher than 18% of the 790 plans over $1B that report it.
= $773,000 / 54,777
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250815060829NAL0029518226001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815060829NAL0029518226001, received 2025-08-15
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 2025-08-15.
Administrative expenses excluding investment management, per participant
$76.22
Higher than 82% of the 1,045 plans over $1B that report it.
= $4,175,000 / 54,777
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250815060829NAL0029518226001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815060829NAL0029518226001, received 2025-08-15
Administrative expenses per participant
$76.22
Higher than 55% of the 1,076 plans over $1B that report it.
= $4,175,000 / 54,777
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250815060829NAL0029518226001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815060829NAL0029518226001, received 2025-08-15
Administrative expenses as a share of assets
0.028%
Higher than 28% of the 1,076 plans over $1B that report it.
= $4,175,000 / $14,666,301,000
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250815060829NAL0029518226001, received 2025-08-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250815060829NAL0029518226001, received 2025-08-15
Employer contributions per participant
$4,032
Higher than 55% of the 1,135 plans over $1B that report it.
= $220,851,000 / 54,777
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250815060829NAL0029518226001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815060829NAL0029518226001, received 2025-08-15
Employer share of total contributions
26.9%
Higher than 29% of the 1,135 plans over $1B that report it.
= $220,851,000 / $821,927,000
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250815060829NAL0029518226001, received 2025-08-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250815060829NAL0029518226001, received 2025-08-15
Plan terms are described in Dell Inc.'s SEC filings: Form 11-K filed 2013-06-21 and Form 10-K filed 2013-03-12. 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) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250815060829NAL0029518226001, received 2025-08-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | DELL INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Plan name | DELL INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Sponsor EIN / plan number | 74-2487834 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Sponsor location | ROUND ROCK, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Industry (business code) | 334110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Filing received | 2025-08-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Participants, beginning of year | 62,604 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Active participants | 36,668 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Participants, end of year | 58,607 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Participants with an account balance | 54,777 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Total assets, beginning of year | $13,529,835,000 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Total assets, end of year | $14,666,301,000 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Net assets, end of year | $14,638,233,000 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Total income | $2,714,404,000 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Net income | $1,148,428,000 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Employer contributions | $220,851,000 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Participant contributions | $571,662,000 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Other contributions (incl. rollovers) | $29,414,000 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Total contributions | $821,927,000 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Benefit payments | $1,561,482,000 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Total expenses (incl. benefit payments) | $1,565,976,000 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Total administrative expenses | $4,175,000 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Recordkeeping fees | $773,000 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| IQPA audit fees | $243,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Administrative expenses excluding investment management | $4,175,000 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Held in common/collective trusts | $11,909,896,000 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Held in mutual funds | $85,000 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250815060829NAL0029518226001, received 2025-08-15 |
| Independent auditor | PRICEWATERHOUSECOOPERS LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250815060829NAL0029518226001, received 2025-08-15 |
Position = column in the DOL layout for form year 2024. Filing 20250815060829NAL0029518226001, received 2025-08-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FINANCIAL ENGINES | NONE | 27 Investment advisory (plan); 50 Direct payment from the plan | $2,898,000 | no |
| FIDELITY INV. INTS. OP. CO., INC.recordkeeper | NONE | 37 Participant loan processing; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees | $773,000 | yes |
| PRICEWATERHOUSECOOPERS LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $165,000 | no |
| NORTH PIER SEARCH CONSULTING | NONE | 27 Investment advisory (plan); 50 Direct payment from the plan | $153,000 | no |
| WILLIS TOWERS WATSON | NONE | 16 Consulting (general); 50 Direct payment from the plan | $106,000 | no |
| DELOITTE & TOUCHE LLP | NONE | 10 Accounting (including auditing); 50 Direct payment from the plan | $78,000 | 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 20250815060829NAL0029518226001, received 2025-08-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $13,529,835,000 | $14,666,301,000 | 8.4% |
| Participants with a balance | 58,496 | 54,777 | -6.4% |
| Administrative expenses | $4,313,000 | $4,175,000 | -3.2% |
| Recordkeeping fees per participant | $24.67 | $14.11 | -42.8% |
| Employer contributions | $240,046,000 | $220,851,000 | -8.0% |
Prior filing 20240821035324NAL0002206883001, received 2024-08-21; the plan years are contiguous.
Sponsor name as filed: DELL INC.; SEC registrant: DELL INC (CIK 826083, matched by EIN).