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Original filing (PDF)20251010151244NAL0007924417001
7-ELEVEN, INC.
Form 5500
FILING_RECEIVED
7-ELEVEN, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
66,965
Accounts w/ balance
17,868
Plan assets (EOY)
$1.0B
Net assets (EOY)
$1.0B
How this plan invests
This plan
27 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
65
Vendor stack
100
Participation health
65
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 17 bps in Schedule C fees — 234% above peer band of 5 bps.
- Only 27% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for 7-ELEVEN, INC..
Plan sponsor
Name
7-ELEVEN, INC.
EIN
75-1085131
Address
3200 HACKBERRY RD · IRVING, TX · 75063
Phone
(855) 711-0711
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
101
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CROWE
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1.1M | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | CONSULTANT | $251K | — |
| FIDUCIENT ADVISORS LLC | 36-4001764 | — | INVESTMENT ADVISOR | $222K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $146K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CROWE LLP | 35-0921680 | — | ACCOUNTANT/AUDITOR | $7K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
13 direct securities · 27 pooled funds· $1.0B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$835.9M
27 holdings
Uncategorized
$207.1M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FRDM INX 2025 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $143.3M | 13.7% | |
| FID FRDM INX 2030 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $126.5M | 12.1% | |
| FID FRDM INX 2035 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $100.1M | 9.6% | |
| FID FRDM INX 2020 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $87.1M | 8.3% | |
| FID FRDM INX 2040 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $80.0M | 7.7% | |
| FID FRDM INX 2045 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $76.9M | 7.4% | |
| FID 500 INDEX Mutual Funds | — | — | — | $58.1M | 5.6% | |
| FID FRDM INX 2050 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $49.5M | 4.7% | |
| FID GROWTH CO K6 Mutual Funds | — | — | — | $44.4M | 4.2% | |
| FID FRDM INX 2015 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $42.5M | 4.1% | |
| FID FRDM INX 2055 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $36.4M | 3.5% | |
| Loans to Participants maturity dates | — | — | — | $26.9M | 2.6% | |
| FID FRDM INX 2010 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $26.8M | 2.6% | |
| FID FRDM INX INC Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $21.8M | 2.1% | |
| VANG VAL INDEX INST Mutual Funds | — | — | — | $18.7M | 1.8% | |
| FID FRDM INX 2060 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $17.6M | 1.7% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $16.5M | 1.6% | |
| FIMM GOVT INST Mutual Funds | — | — | — | $14.1M | 1.3% | |
| DODGE & COX INCOME X Mutual Funds | — | — | — | $11.8M | 1.1% | |
| FID INTL INDEX Mutual Funds | — | — | — | $8.7M | 0.8% | |
| FID EXTD MKT IDX Mutual Funds | — | — | — | $7.1M | 0.7% | |
| GS STABLE VAL INST1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $6.1M | 0.6% | |
| VANG SM CAP IDX ADM Mutual Funds | — | — | — | $5.1M | 0.5% | |
| FID FRDM INX 2065 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $4.8M | 0.5% | |
| JPM EMRG MKTS EQ R6 Mutual Funds | — | — | — | $4.5M | 0.4% | |
| FID US BOND IDX Mutual Funds | — | — | — | $4.0M | 0.4% | |
| VANG INFL PROT ADM Mutual Funds | — | — | — | $3.2M | 0.3% | |
| AF EUROPAC GROWTH R6 Mutual Funds | — | — | — | $560K | <0.1% | |
| SS TRGT RET 2030 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 466 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2045 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 469 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2025 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 465 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2020 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 464 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2040 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 468 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM INX 2005 Y FIAM TRUST COMPANY · EIN 20-4659714 / PN 075 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2055 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 471 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2050 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 470 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2065 W STATE STREET GLOBAL ADVISORS TRUST · EIN 32-6528132 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET INC W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 473 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2060 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 472 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS TRGT RET 2035 W STATE STREET BANK & TRUST COMPANY · EIN 90-0337987 / PN 467 | Common Collective Trust | — | — | $0 | <0.1% |
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