Joe Moore signed Costco Wholesale Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Costco Wholesale Corporation's EIN is 91-1223280.
Download the official 2024 Form 5500 (PDF) for Costco Wholesale Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Costco Wholesale Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T ROWE PRICE RPS INC | — | BALTIMORE, MD | NONE | $5.7M | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MONDRESS MONACO PARR LOCKWOOD PLLC | — | SEATTLE, WA | NONE | $124K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Costco Wholesale Corporation . Common stock . | Common Stocks | — | — | $21.0B | 51.2% | |
| Northern Institutional Treasury Portfolio Premier Shares . Money Market Securities . ** 7 Total separately managed accounts . | Cash / Money Market | — | — | $2.6B | 6.4% | |
| Total fully benefit-responsive contracts . | Other securities | — | — | $1.8B | 4.4% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $1.6B | 4.0% | |
| Vanguard . Institutional Index, Plus . | Mutual Funds | — | — | $1.5B | 3.6% | |
| T. ROWE PRICE RETIREMENT 2040 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $1.4B | 3.5% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $1.4B | 3.3% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $1.2B | 3.0% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $1.2B | 3.0% | |
| WTC-CIF II GROWTH (SERIES 5) PF WELLINGTON TRUST COMPANY, NA · EIN 04-6913417 / PN 203 | Common Collective Trust | — | — | $1.1B | 2.8% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $1.1B | 2.8% | |
| TRP INTERM TERM COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 30-0524876 / PN 001 | Common Collective Trust | — | — | $982.6M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $816.7M | 2.0% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $719.1M | 1.8% | |
| PIMCO . Income Institutional . | Mutual Funds | — | — | $547.1M | 1.3% | |
| CAPITAL GROUP NEW PERSPECTIVE TR CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 303 | Common Collective Trust | — | — | $532.5M | 1.3% | |
| TRP SHORT TERM COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 35-2354460 / PN 001 | Common Collective Trust | — | — | $457.6M | 1.1% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $373.9M | 0.9% | |
| TRP MANAGED BOND COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 003 | Common Collective Trust | — | — | $203.0M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $186.8M | 0.5% | |
| Capital Group International All Country Equity Trust . Common Trust . | Common Stocks | — | — | $183.9M | 0.4% | |
| Met Tower Life Insurance . Collective Trust Fund . | Common Collective Trusts | — | — | $151.4M | 0.4% | |
| Vanguard . Total Bond Market Index Fund Institutional . | Common Collective Trusts | — | — | $141.3M | 0.3% | |
| State Street Bank & Trust Company . Collective Trust Fund . | Common Collective Trusts | — | — | $140.7M | 0.3% | |
| Pacific Life Insurance Company . Collective Trust Fund . | Common Collective Trusts | — | — | $136.1M | 0.3% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $115.6M | 0.3% | |
| T. Rowe Price TRP Ret 2025 Active Trust-Income K ** 947 Vanguard . Extended Market Index Institutional . | Mutual Funds | — | — | $110.6M | 0.3% | |
| New York Life . Collective Trust Fund . | Common Collective Trusts | — | — | $103.4M | 0.3% | |
| Prudential Insurance Company of America . Collective Trust Fund . | Common Collective Trusts | — | — | $102.1M | 0.2% | |
| Vanguard . Total International Stock Index Institutional . | Mutual Funds | — | — | $94.4M | 0.2% | |
| Citibank N.A. . Collective Trust Fund . | Common Collective Trusts | — | — | $78.7M | 0.2% | |
| Royal Bank of Canada . Collective Trust Fund . | Common Collective Trusts | — | — | $73.1M | 0.2% | |
| Monumental Life(Transamerica) . Collective Trust Fund . | Common Collective Trusts | — | — | $71.1M | 0.2% | |
| American General Life Insurance Company . Collective Trust Fund . | Common Collective Trusts | — | — | $69.4M | 0.2% | |
| New York Life . Collective Trust Fund . | Common Collective Trusts | — | — | $64.2M | 0.2% | |
| Prudential Insurance Company of America . Collective Trust Fund . | Common Collective Trusts | — | — | $63.4M | 0.2% | |
| Citibank N.A. . Collective Trust Fund . | Common Collective Trusts | — | — | $53.8M | 0.1% | |
| Monumental Life(Transamerica) . Collective Trust Fund . | Common Collective Trusts | — | — | $48.6M | 0.1% | |
| American General Life Insurance Company . Collective Trust Fund . | Common Collective Trusts | — | — | $47.4M | 0.1% | |
| Royal Bank of Canada . Collective Trust Fund . | Common Collective Trusts | — | — | $45.4M | 0.1% | |
| T. Rowe Price Cash Reserve Trust . Common Trust . | Cash / Money Market | — | — | $44.7M | 0.1% | |
| Marvell Technology Inc. . Common Stock . | Common Stocks | — | — | $44.6M | 0.1% | |
| T.ROWE PRICE CASH RESERVES TRUST T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | — | $42.7M | 0.1% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $36.3M | <0.1% | |
| Trade Desk Inc/The, Class A . Common Stock | Common Stocks | — | — | $36.1M | <0.1% | |
| T. ROWE PRICE RETIREMENT BALANCED T T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $34.6M | <0.1% | |
| Met Tower Life Insurance . Collective Trust Fund . | Common Collective Trusts | — | — | $32.7M | <0.1% | |
| Northern Institutional Treasury Portfolio Premier Shares . Common Trust . | Other securities | — | — | $31.6M | <0.1% | |
| State Street Bank & Trust Company . Collective Trust Fund . | Common Collective Trusts | — | — | $30.4M | <0.1% | |
| Pacific Life Insurance Company . Collective Trust Fund . | Common Collective Trusts | — | — | $29.4M | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
