Employers › Western Digital
Recordkeeping fees per participant · Western Digital Corporation 401(k) Plan · plan year 2024
$15.29
Higher than 19% of the 790 plans over $1B that report it.
= $153,857 / 10,063
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013163438NAL0001604737001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013163438NAL0001604737001, 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
$15.29
Higher than 14% of the 1,045 plans over $1B that report it.
= $153,857 / 10,063
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013163438NAL0001604737001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013163438NAL0001604737001, received 2025-10-13
Administrative expenses per participant
$21.23
Higher than 8% of the 1,076 plans over $1B that report it.
= $213,646 / 10,063
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013163438NAL0001604737001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013163438NAL0001604737001, received 2025-10-13
Administrative expenses as a share of assets
0.009%
Higher than 7% of the 1,076 plans over $1B that report it.
= $213,646 / $2,476,282,302
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013163438NAL0001604737001, received 2025-10-13
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013163438NAL0001604737001, received 2025-10-13
Employer contributions per participant
$2,624
Higher than 30% of the 1,135 plans over $1B that report it.
= $26,408,521 / 10,063
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013163438NAL0001604737001, received 2025-10-13
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013163438NAL0001604737001, received 2025-10-13
Employer share of total contributions
17.9%
Higher than 7% of the 1,135 plans over $1B that report it.
= $26,408,521 / $147,373,307
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013163438NAL0001604737001, received 2025-10-13
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013163438NAL0001604737001, received 2025-10-13
Vesting
“Furthermore, the Company’s employer matching contributions vest immediately.”
Form 10-K filed 2026-08-14, for the year ended 2026-07-03 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2026-07-03. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2R participant brokerage window · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251013163438NAL0001604737001, received 2025-10-13
| Field | Value | Source |
|---|---|---|
| Plan sponsor | WESTERN DIGITAL CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Plan name | WESTERN DIGITAL CORPORATION 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Sponsor EIN / plan number | 33-0956711 / 003 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Sponsor location | SAN JOSE, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Industry (business code) | 334110, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251013163438NAL0001604737001, 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 20251013163438NAL0001604737001, received 2025-10-13 |
| Filing received | 2025-10-13 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Participants, beginning of year | 10,591 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Active participants | 6,598 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Participants, end of year | 10,203 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Participants with an account balance | 10,063 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Total assets, beginning of year | $2,224,615,107 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Total assets, end of year | $2,476,282,302 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Net assets, end of year | $2,476,282,302 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Total income | $519,377,072 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Net income | $251,667,195 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Employer contributions | $26,408,521 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Participant contributions | $104,296,434 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Other contributions (incl. rollovers) | $16,668,352 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Total contributions | $147,373,307 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Benefit payments | $267,203,299 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Total expenses (incl. benefit payments) | $267,709,877 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Total administrative expenses | $213,646 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Recordkeeping fees | $153,857 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Investment advisory and management fees | $59,789 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Administrative expenses excluding investment management | $153,857 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Held in common/collective trusts | $1,697,323,362 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Held in mutual funds | $708,141,300 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251013163438NAL0001604737001, received 2025-10-13 |
| Independent auditor | WITHUM BROWN AND SMITH PC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251013163438NAL0001604737001, received 2025-10-13 |
Position = column in the DOL layout for form year 2024. Filing 20251013163438NAL0001604737001, received 2025-10-13.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INS CO OF AMERICArecordkeeper | RECORDKEEPER | 64 Recordkeeping fees | $340,002 | yes |
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | 28 Investment management | $158,493 | no |
| AON INVESTMENTS USA INC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $78,703 | no |
| SAGEVIEW ADVISORY GROUP, LLC | INVESTMENT ADVISOR | 27 Investment advisory (plan) | $52,500 | no |
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $41,488 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $33,539 | no |
| MOSS ADAMS LLP | AUDITOR | 10 Accounting (including auditing) | $29,400 | 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 20251013163438NAL0001604737001, received 2025-10-13.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,224,615,107 | $2,476,282,302 | 11.3% |
| Participants with a balance | 10,481 | 10,063 | -4.0% |
| Administrative expenses | $829,981 | $213,646 | -74.3% |
| Recordkeeping fees per participant | $43.04 | $15.29 | -64.5% |
| Employer contributions | $4,602,018 | $26,408,521 | 473.8% |
Prior filing 20240918111637NAL0009363154001, received 2024-09-18; the plan years are contiguous.
Sponsor name as filed: WESTERN DIGITAL CORPORATION; SEC registrant: WESTERN DIGITAL CORP (CIK 106040, matched by EIN; display name from the Form 10-K cover).