7-Eleven, Inc. 401(K) Plan — Form 5500 plan (7-Eleven, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, 7-Eleven, Inc. 401(K) Plan is a benefit plan reported by 7-Eleven, Inc. under EIN 75-1085131 and plan number 101. The latest loaded filing year is 2023. The filing reports 39,420 participants and $977,187,040 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- 7-Eleven, Inc.
- EIN
- 75-1085131
- Plan number
- 101
- Plan type
- 2
- Location
- Enon, OH
- Latest filing year
- 2023
- Participants
- 39,420
- End-of-year plan assets
- $977,187,040
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 39,420 | H, C | 20241015152855NAL0028934801001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $977,187,040
- Total liabilities (EOY)
- $6,696
- Net assets (EOY)
- $977,180,344
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $33,050,489
- Participant contributions
- $63,541,146
- Total contributions
- $106,173,650
- Total income / additions
- $237,180,877
Expenses & distributions
- Benefits paid
- $145,730,176
- Administrative expenses
- $896,909
- Total expenses
- $146,913,681
- Net increase / (decrease)
- $90,267,196
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $696,063 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $91,982 | not reported in the loaded dataset | 2023 |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $37,500 | not reported in the loaded dataset | 2023 |
| Aon | CONSULTANT | $34,125 | not reported in the loaded dataset | 2023 |
| Mcconnell Jones | ACCOUNTANT/AUDITOR | $30,775 | not reported in the loaded dataset | 2023 |
| Crowe Llp | CONSULTANT | $6,463 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for 7-Eleven, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in OH
- 401(k) and benefit plan filings in Enon, OH
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Fiducient Advisors LLC — Schedule C compensation
- Aon — Schedule C compensation
- Mcconnell Jones — Schedule C compensation
- Crowe Llp — Schedule C compensation