Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › Wellington Management
Wellington Management 401(k)
- Finance and insurance
- Boston, MA
- EIN 30-0835489
- 1 plan with Schedule H financials
- Plan year 2024
- Wellington Management Co LLP
- filed as Wellington Management Company LLP
Administrative expenses excluding investment management, per participant · Wellington Retirement and Pension Plan · plan year 2024
$40.44
Higher than 42% of the 1,045 plans over $1B that report it.
Source
= $161,103 / 3,984
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015152933NAL0002670931001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015152933NAL0002670931001, received 2025-10-15
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 2025-10-15.
Cost and contributions
Administrative expenses per participant
$40.44
Higher than 21% of the 1,076 plans over $1B that report it.
Source
= $161,103 / 3,984
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015152933NAL0002670931001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015152933NAL0002670931001, received 2025-10-15
Administrative expenses as a share of assets
0.005%
Higher than 4% of the 1,076 plans over $1B that report it.
Source
= $161,103 / $3,159,772,911
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015152933NAL0002670931001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015152933NAL0002670931001, received 2025-10-15
Employer contributions per participant
$13,268
Higher than 97% of the 1,135 plans over $1B that report it.
Source
= $52,860,424 / 3,984
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015152933NAL0002670931001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015152933NAL0002670931001, received 2025-10-15
Employer share of total contributions
49.3%
Higher than 93% of the 1,135 plans over $1B that report it.
Source
= $52,860,424 / $107,237,122
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015152933NAL0002670931001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015152933NAL0002670931001, received 2025-10-15
Plan terms, as stated in Wellington Management Co LLP's SEC filings
Plan terms are not published in public filings.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015152933NAL0002670931001, received 2025-10-15
Full record, Wellington Retirement and Pension Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WELLINGTON MANAGEMENT COMPANY LLP | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Plan name | WELLINGTON RETIREMENT AND PENSION PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Sponsor EIN / plan number | 30-0835489 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Sponsor location | BOSTON, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Participants, beginning of year | 4,349 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Active participants | 2,072 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Participants, end of year | 4,009 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Participants with an account balance | 3,984 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Total assets, beginning of year | $2,885,441,916 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Total assets, end of year | $3,159,772,911 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Net assets, end of year | $3,159,772,911 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Total income | $446,512,532 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Net income | $274,330,995 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Employer contributions | $52,860,424 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Participant contributions | $34,327,485 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $20,049,213 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Total contributions | $107,237,122 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Benefit payments | $172,013,839 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $172,181,537 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Total administrative expenses | $161,103 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Administrative expenses excluding investment management | $161,103 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Held in common/collective trusts | $2,091,081,667 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Held in mutual funds | $1,061,379,994 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015152933NAL0002670931001, received 2025-10-15 |
| Independent auditor | PRICEWATERHOUSECOOPERS LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015152933NAL0002670931001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015152933NAL0002670931001, received 2025-10-15.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 19 Custodial (securities); 37 Participant loan processing; 52 Investment management fees paid indirectly by plan; 99 Other fees | $166,703 | yes |
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 20251015152933NAL0002670931001, received 2025-10-15.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,885,441,916 | $3,159,772,911 | 9.5% |
| Participants with a balance | 4,320 | 3,984 | -7.8% |
| Administrative expenses | $307,366 | $161,103 | -47.6% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $54,860,080 | $52,860,424 | -3.6% |
Prior filing 20241014031140NAL0050976546001, received 2024-10-14; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: WELLINGTON MANAGEMENT COMPANY LLP; SEC registrant: Wellington Management Co LLP (CIK 1633863, matched by EIN).