Employers › Ericsson
Recordkeeping fees per participant · Ericsson US 401(k) Plan · plan year 2024
$71.26
Higher than 95% of the 790 plans over $1B that report it.
= $915,097 / 12,842
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013122125NAL0002845074001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013122125NAL0002845074001, received 2025-10-13
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 2025-10-13.
Administrative expenses excluding investment management, per participant
$88.17
Higher than 88% of the 1,045 plans over $1B that report it.
= $1,132,281 / 12,842
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013122125NAL0002845074001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013122125NAL0002845074001, received 2025-10-13
Administrative expenses per participant
$341.53
Higher than 97% of the 1,076 plans over $1B that report it.
= $4,385,949 / 12,842
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013122125NAL0002845074001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013122125NAL0002845074001, received 2025-10-13
Administrative expenses as a share of assets
0.116%
Higher than 91% of the 1,076 plans over $1B that report it.
= $4,385,949 / $3,773,559,655
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013122125NAL0002845074001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013122125NAL0002845074001, received 2025-10-13
Employer contributions per participant
$3,535
Higher than 46% of the 1,135 plans over $1B that report it.
= $45,392,378 / 12,842
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013122125NAL0002845074001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013122125NAL0002845074001, received 2025-10-13
Employer share of total contributions
37.3%
Higher than 65% of the 1,135 plans over $1B that report it.
= $45,392,378 / $121,790,156
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013122125NAL0002845074001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013122125NAL0002845074001, received 2025-10-13
Plan terms are described in Ericsson Inc.'s SEC filings: Form 11-K filed 2026-06-26 . 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 · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013122125NAL0002845074001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | ERICSSON INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Plan name | ERICSSON US 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Sponsor EIN / plan number | 06-1119960 / 006 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Sponsor location | PLANO, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Industry (business code) | 517000, Information | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Participants, beginning of year | 14,029 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Active participants | 4,401 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Participants, end of year | 12,872 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Participants with an account balance | 12,842 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Total assets, beginning of year | $3,539,842,303 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Total assets, end of year | $3,773,559,655 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Net assets, end of year | $3,772,904,775 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Total income | $641,460,223 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Net income | $233,619,725 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Employer contributions | $45,392,378 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Participant contributions | $71,422,499 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $4,975,279 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Total contributions | $121,790,156 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Benefit payments | $402,707,321 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $407,840,498 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Total administrative expenses | $4,385,949 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Recordkeeping fees | $915,097 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Investment advisory and management fees | $3,253,668 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Administrative expenses excluding investment management | $1,132,281 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Held in common/collective trusts | $2,540,373,993 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Held in mutual funds | $436,474,477 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013122125NAL0002845074001, received 2025-10-13 |
| Independent auditor | BDO USA, P.C. | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013122125NAL0002845074001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013122125NAL0002845074001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | NONE | 26 Investment advisory (participants); 50 Direct payment from the plan | $2,126,913 | no |
| EMPOWER ANNUITY INSURANCE COMPANYrecordkeeper | NONE | 64 Recordkeeping fees; 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan | $907,999 | yes |
| JENNISON ASSOCIATES | NONE | 28 Investment management; 51 Investment management fees paid directly by plan | $789,703 | no |
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | NONE | 27 Investment advisory (plan); 50 Direct payment from the plan | $290,000 | no |
| WILLIS TOWERS WATSON US LLC | NONE | 16 Consulting (general); 50 Direct payment from the plan | $174,114 | no |
| EMPOWER FINANCIAL SERVICES, INC. | NONE | 33 Securities brokerage; 38 Participant communication; 72 Other investment fees and expenses | $36,265 | no |
| STIFEL, NICOLAUS & COMPANY, INC. | NONE | 50 Direct payment from the plan; 33 Securities brokerage; 71 Securities brokerage commissions and fees | $35,106 | no |
| EMPOWER TRUST COMPANY, LLCrecordkeeper | NONE | 64 Recordkeeping fees; 50 Direct payment from the plan; 15 Recordkeeping and information management | $6,020 | 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 20251013122125NAL0002845074001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $3,539,842,303 | $3,773,559,655 | 6.6% |
| Participants with a balance | 13,959 | 12,842 | -8.0% |
| Administrative expenses | $4,764,851 | $4,385,949 | -8.0% |
| Recordkeeping fees per participant | $81.15 | $71.26 | -12.2% |
| Employer contributions | $51,724,150 | $45,392,378 | -12.2% |
Prior filing 20250714163817NAL0000833155001, received 2025-07-14; the plan years are contiguous.
Sponsor name as filed: ERICSSON INC.; SEC registrant: ERICSSON LM TELEPHONE CO (CIK 717826, matched by 11-K plan title).