How to Find a Company's 401(k) Provider
If a company sponsors a 401(k) with 100 or more participants, the recordkeeper, custodian, and advisor it pays are public — reported on Form 5500 Schedule C. Here's how to find them in a couple of minutes.
Last updated June 2, 2026
Step 1 — Search by company name or EIN
Start from the Form 5500 search and type the employer's name (or its 9-digit EIN). Matching plans show the plan sponsor, plan name, assets, and participant count so you can confirm you have the right plan.
Step 2 — Open the plan and read the providers
On the plan page, the service-provider section lists each firm from Schedule C, tagged by role — recordkeeper, custodian/trustee, advisor, auditor, and so on — along with the compensation reported. That tells you who actually administers and advises the plan.
Step 3 — Research the provider across its book
Click a provider to see every plan it serves, total assets under service, and fee patterns. This is useful for benchmarking a quote, scoping a competitor's footprint, or building a prospect list.
A caveat for small plans
Plans with fewer than 100 participants usually file Form 5500-SF, which does not include Schedule C. For those, the public record won't name the provider — though assets, participants, and plan type are still available.
Real 401(k) plans you can open right now
Live 401(k) filings from the public DOL data. Open any plan to see its recordkeeper, custodian, and advisor from Schedule C.
| Plan / sponsor | Assets | Participants |
|---|---|---|
| THE BOEING CO. AND CONSOLIDATED SUBSIDIARIES THE BOEING COMPANY 401(K) RETIREMENT PLAN · WA | $73.9B | 143,146 |
| MICROSOFT CORPORATION MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN · WA | $65.6B | 123,878 |
| BANK OF AMERICA CORPORATION THE BANK OF AMERICA 401(K) PLAN · NC | $62.9B | 168,229 |
| INTERNATIONAL BUSINESS MACHINES CORPORATION IBM 401(K) PLAN · NY | $60.4B | 49,030 |
| RTX CORPORATION RTX SAVINGS PLAN · CT | $58.6B | 123,327 |
| WELLS FARGO & COMPANY WELLS FARGO & COMPANY 401(K) PLAN · MN | $57.9B | 167,176 |
| JPMORGAN CHASE BANK, NATIONAL ASSOCIATION JPMORGAN CHASE 401(K) SAVINGS PLAN · NJ | $52.9B | 185,310 |
| LOCKHEED MARTIN CORPORATION LOCKHEED MARTIN CORPORATION SALARIED SAVINGS PLAN · MD | $51.4B | 94,445 |
| WALMART INC. WALMART 401(K) PLAN · AR | $50.8B | 1,670,732 |
| GOOGLE LLC GOOGLE LLC 401(K) SAVINGS PLAN · CA | $48.7B | 114,321 |
Frequently asked questions
Yes. For plans with 100+ participants, the recordkeeper, custodian, and advisor are disclosed on Form 5500 Schedule C, which is public and free to search.
Small plans typically file Form 5500-SF, which omits Schedule C, so their service providers aren't publicly reported.