2023 Form 5500 filing — 7-Eleven, Inc. 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241015152855NAL0028934801001) for 7-Eleven, Inc. 401(K) Plan, reported by 7-Eleven, Inc. under EIN 75-1085131 and plan number 101. It reports 39,420 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241015152855NAL0028934801001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- 7-Eleven, Inc.
- EIN
- 75-1085131
- Plan number
- 101
- Location
- Enon, OH
- Participants
- 39,420
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $977,187,040
- Total liabilities (EOY)
- $6,696
- Net assets (EOY)
- $977,180,344
- Employer contributions
- $33,050,489
- Participant contributions
- $63,541,146
- Total income / additions
- $237,180,877
- Benefits paid
- $145,730,176
- Administrative expenses
- $896,909
- Total expenses
- $146,913,681
- Net increase / (decrease)
- $90,267,196
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $696,063 | $0 |
| Strategic Advisors, Inc. | ADVISOR | $91,982 | not reported in the loaded dataset |
| Fiducient Advisors LLC | INVESTMENT ADVISOR | $37,500 | not reported in the loaded dataset |
| Aon | CONSULTANT | $34,125 | not reported in the loaded dataset |
| Mcconnell Jones | ACCOUNTANT/AUDITOR | $30,775 | not reported in the loaded dataset |
| Crowe Llp | CONSULTANT | $6,463 | not reported in the loaded dataset |