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Original filing (PDF)20251013090823NAL0000403731001

AMAZON.COM SERVICES, LLC

Form 5500
FILING_RECEIVED
AMAZON 401(K) PLAN
401(k) retirement plan
Active participants
1,207,759
Accounts w/ balance
943,213
Plan assets (EOY)
$34.6B
Net assets (EOY)
$34.6B
How this plan invests
This plan
21 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)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
  • Below-peer total fees (2 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AMAZON.COM SERVICES, LLC.
Plan sponsor
Name
AMAZON.COM SERVICES, LLC
EIN
82-0544687
Address
440 TERRY AVENUE NORTH · SEATTLE, WA · 98109
Phone
(206) 266-1000
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
401(K) COMMITTEE
EIN
82-0544687
City
SEATTLE, WA
Phone
(206) 266-1000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
2R · Participant-directed brokerage (SDBA)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

2 rows
Recordkeeper
1
NameEINLocationRelationDirect compIndirect comp
FIDELITY INVESTMENTS INSTITUTIONAL04-2647786RECORDKEEPER$6.1M
Advisor / Consultant
1
NameEINLocationRelationDirect compIndirect comp
STRATEGIC ADVISORS, INC.04-2654524ADVISOR$633K

Investments

9 direct securities · 21 pooled funds· $36.4B(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
$28.6B
21 holdings
Uncategorized
$7.9B
9 holdings
PIInvestmentTypeShares / unitsCostCurrent value% of plan
VANG INST 500 IDX TR
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001
Common Collective Trust
$4.6B13.4%
VANGUARD TARGET 2055
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001
Common Collective Trust
$3.9B11.2%
VANGUARD TARGET 2050
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001
Common Collective Trust
$3.8B10.9%
VANGUARD TARGET 2045
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001
Common Collective Trust
$3.0B8.5%
AMAZON.COM STOCK COMPANY STOCK FUND$2.7B7.8%
VANGUARD TARGET 2060
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001
Common Collective Trust
$2.6B7.6%
VANGUARD TARGET 2040
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001
Common Collective Trust
$2.1B6.0%
SS RSL LRG CAP GR CLASS I
STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 081
Common Collective Trust
$1.8B5.3%
SSGA LG CAP GROWTH COLLECTIVE TRUST FUND$1.8B5.3%
VANGUARD TARGET 2035
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001
Common Collective Trust
$1.5B4.4%
VANGUARD TARGET 2065
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001
Common Collective Trust
$1.1B3.3%
BROKERAGE LINK SELF DIRECTED BROKERAGE ACCOUNT$919.5M2.7%
VANGUARD TARGET 2030
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001
Common Collective Trust
$903.3M2.6%
VANG FTSE SOC IDX IS MUTUAL FUND$873.7M2.5%
VG IS TL INTL STK MK
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001
Common Collective Trust
$634.8M1.8%
VANG EXPLORER ADM MUTUAL FUND$527.3M1.5%
SS RSL LRG CAP VAL CLASS I
STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 104
Common Collective Trust
$451.7M1.3%
SSGA LG CAP VALUE COLLECTIVE TRUST FUND$451.7M1.3%
VANG RET SVNG TR II
VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023
Common Collective Trust
$422.9M1.2%
VANGUARD TARGET 2025
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001
Common Collective Trust
$408.2M1.2%
VANG SM VAL IDX INST MUTUAL FUND$341.0M1.0%
VG IS TOT BD MKT IDX
VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001
Common Collective Trust
$313.8M0.9%
SS RSL SMALL/MID CAP IDX CLASS I
STATE STREET GLOBAL ADVISORS TRUST COMPANY · EIN 04-0025081 / PN 091
Common Collective Trust
$262.9M0.8%
PIMCO TOTAL RTN II
SEI TRUST COMPANY · EIN 27-0834899 / PN 035
Common Collective Trust
$261.4M0.8%
AF EUROPAC GROWTH R6 MUTUAL FUND$180.0M0.5%
VANGUARD TARGET INC
VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001
Common Collective Trust
$133.5M0.4%
VANGUARD TARGET 2070
VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001
Common Collective Trust
$123.1M0.4%
VANGUARD TARGET 2020
VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001
Common Collective Trust
$117.1M0.3%
HARRIS OAKMRK INTL 3
SEI TRUST COMPANY · EIN 26-4757392 / PN 037
Common Collective Trust
$76.9M0.2%
VANG CR FED MM ADM MUTUAL FUND$59.8M0.2%