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Original filing (PDF)20250919144739NAL0003193552001
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
Form 5500
FILING_RECEIVED
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,417
Accounts w/ balance
9,205
Plan assets (EOY)
$1.2B
Net assets (EOY)
$1.2B
How this plan invests
This plan
14 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)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
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 EXPEDITORS INTERNATIONAL OF WASHINGTON, INC..
Plan sponsor
Name
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC.
EIN
91-1069248
Address
1200 THIRD AVENUE · SEATTLE, WA · 98101
Phone
(206) 674-3400
Industry
Transportation & Warehousingsee all
Plan administrator
Name
EXPEDITORS INTERNATIONAL OF WASHINGTON, INC. ADVISORY COMMITTEE
EIN
91-1069248
City
SEATTLE, WA
Phone
(206) 674-3400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2E · Profit-sharing
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)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
VWC, P.S.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $179K | — |
Investments
14 direct securities · 14 pooled funds· $1.2B(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.
Uncategorized
$602.7M
14 holdings
Common Collective Trust
$592.4M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Schwab S&P 500 Index Mutual Fund | — | — | — | $200.0M | 16.7% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $94.8M | 7.9% | |
| Vanguard Growth Index Instl Mutual Fund | — | — | — | $86.4M | 7.2% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $83.4M | 7.0% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $81.9M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $68.0M | 5.7% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $66.5M | 5.6% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $64.5M | 5.4% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $51.4M | 4.3% | |
| Vanguard Small Cap Growth Index Instl Mutual Fund | — | — | — | $44.3M | 3.7% | |
| Vanguard Small Cap Index Instl Mutual Fund | — | — | — | $42.8M | 3.6% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $37.3M | 3.1% | |
| Vanguard Total Bond Market Index Instl Mutual Fund | — | — | — | $36.1M | 3.0% | |
| Vanguard Windsor II Admiral Mutual Fund | — | — | — | $36.0M | 3.0% | |
| Vanguard S&P Mid Cap 400 Value Index Mutual Fund | — | — | — | $35.1M | 2.9% | |
| Schwab International Index Mutual Fund | — | — | — | $33.2M | 2.8% | |
| Cohen & Steers Realty Instl Shares Mutual Fund | — | — | — | $28.8M | 2.4% | |
| American Funds EuroPacific Growth R6 Mutual Fund | — | — | — | $28.7M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $21.3M | 1.8% | |
| Participant Loans 9.50%, due through November 2039 - | — | — | — | $16.2M | 1.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $10.8M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $9.1M | 0.8% | |
| Vanguard Inflation-Protected SEC Mutual Fund | — | — | — | $7.9M | 0.7% | |
| Loomis Sayles Bond Cl N Mutual Fund | — | — | — | $7.0M | 0.6% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $1.8M | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $851K | <0.1% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $787K | <0.1% | |
| Vanguard Treasury Money Market Inv Mutual Fund | — | — | — | $122K | <0.1% |