What public Form 5500 filings show about the Costco Wholesale Corporation 401(k) plan — and how to find and check your own account.
Costco Wholesale Corporation (EIN 91-1223280) reports COSTCO 401K RETIREMENT PLAN on its most recent Form 5500, with $41.1B in plan assets across 214,316 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Costco Wholesale Corporation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Costco Wholesale Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MONDRESS MONACO PARR LOCKWOOD.