Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Vanguard Advisers Inc.
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
Vanguard Advisers Inc. is named as a service provider on the Schedule C of 518 retirement plans with 100 or more participants for plan year 2024, covering 3,795,844 participant records. Most often it is reported for investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $135M. Per plan, the median was $39.00 per participant, with the middle half of plans between $21.83 and $68.96. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (55), Pennsylvania (50) and New York (47).
In 2012 it appeared on 7 such filings; in 2024, 516. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $21.83 | $39.00 | $68.96 |
| Compensation as a share of plan net assets | 0.02% | 0.03% | 0.04% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| CVS Health Future Fund 401(k) Plan | CVS Health Corporation | RI | 385,927 | $30.1B | $16.0M |
| FedEx Corporation Retirement Savings Plan II | FedEx Corporation | TN | 290,909 | $3.52B | $571K |
| Kaiser Permanente 401(k) Retirement Plan | Kaiser Foundation Health Plan, Inc. | CA | 179,236 | $22.5B | $8.4M |
| Google LLC 401(k) Savings Plan | Google LLC | CA | 155,598 | $48.7B | $1.9M |
| FedEx Corporation Retirement Savings Plan | FedEx Corporation | TN | 144,332 | $25.4B | $5.8M |
| Kaiser Permanente Tax Sheltered Annuity Plan | Kaiser Foundation Health Plan, Inc. | CA | 105,882 | $13.8B | $4.0M |
| Cox Enterprises, Inc. 401(k) Plan | Cox Enterprises, Inc. | GA | 62,062 | $8.13B | $1.3M |
| Dick's Sporting Goods, Inc. Smart Savings 401(k) Plan | Dick's Sporting Goods, Inc. | PA | 58,305 | $884M | $6,057 |
| Leidos, Inc. Retirement Plan | Leidos, Inc. | VA | 54,080 | $11.8B | $1.4M |
| Kaiser Permanente Supplemental Savings and Retirement Plan | Kaiser Foundation Health Plan, Inc. | CA | 51,649 | $5.67B | $1.8M |
| GEICO 401(k) Savings Plan | GEICO Corporation | DC | 47,131 | $6.23B | $148K |
| Ochsner Clinic Foundation 401(k) Plan | Ochsner Clinic Foundation | LA | 43,649 | $2.69B | $1.5M |
| The Cargill Partnership Plan | Cargill, Incorporated | MN | 43,508 | $8.92B | $2.5M |
| Republic Services, Inc. 401(k) Plan | Republic Services, Inc. | AZ | 42,086 | $2.67B | $1.5M |
| Stryker Corporation 401(k) Savings and Retirement Plan | Stryker Corporation | MI | 35,926 | $7.87B | $2.4M |
| Ochsner Clinic Foundation 403(b) Plan | Ochsner Clinic Foundation | LA | 35,912 | $194M | $106K |
| Science Applications International Corporation Retirement Plan | Science Applications International Corporation | VA | 32,258 | $5.42B | $1.5M |
| Union Pacific Agreement Employee 401(k) Retirement Thrift Plan | Union Pacific Railroad Company | NE | 32,031 | $2.39B | $1.6M |
| Cargill Employee Retirement Account Plan | Cargill, Incorporated | MN | 32,006 | $613M | $268K |
| Boston Scientific Corporation 401(k) Retirement Savings Plan | Boston Scientific Corporation | MA | 31,957 | $6.78B | $1.8M |
| W. W. Grainger, Inc. Retirement Savings Plan | W.W. Grainger, Inc. | IL | 31,194 | $3.78B | $31K |
| Jacobs 401(k) Plus Savings Plan | Jacobs Engineering Group Inc. | TX | 29,462 | $6.38B | $501K |
| Farmers Group, Inc. 401(k) Savings Plan | Farmers Group, Inc. | CA | 28,962 | $4.89B | $146K |
| Rentokil Initial USA 401(k) Plan | Rentokil North America, Inc. | PA | 28,927 | $1.31B | $419K |
| Medline Industries, LP Retirement Plan | Medline Industries,lp | IL | 28,470 | $1.64B | $710K |
| Heartland Dental 401(k) and Stock Participation Plan | Heartland Dental, LLC | IL | 27,923 | $1.14B | $29K |
| Wawa, Inc. 401(k) Plan | Wawa, Inc. | PA | 25,954 | $1.12B | $493K |
| Sap America, Inc. 401(k) Plan | Sap America, Inc. | PA | 25,536 | $8.14B | $3.5M |
| Whirlpool 401(k) Retirement Plan | Whirlpool Corporation | MI | 24,954 | $3.45B | $1.1M |
| Kellogg Brown & Root, Inc. Retirement and Savings Plan | Kellogg Brown & Root LLC | TX | 24,406 | $3.88B | $764K |
| The Consolidated Edison Thrift Savings Plan | Consolidated Edison Company of New York, Inc. | NY | 21,431 | $6.35B | $2.6M |
| Adobe Inc. 401(k) Retirement Savings Plan | Adobe Inc. | CA | 21,317 | $5.03B | $568K |
| Anheuser-Busch 401(k) Savings and Retirement Plan | Anheuser-Busch Companies, LLC | MO | 21,016 | $3.62B | $485K |
| Safelite Group Associates' Retirement Savings Plan | Safelite Group, Inc. | OH | 21,015 | $719M | $93K |
| FedEx Office and Print Services, Inc. 401(k) Retirement Savings Plan | FedEx Office and Print Services, Inc. | TX | 20,488 | $1.42B | $282K |
| HSBC - North America (U. S.) Tax Reduction Investment Plan | HSBC North America Holdings Inc. | IL | 20,310 | $4.93B | $1.7M |
| Main Line Health, Inc. Retirement Savings Plan | Main Line Health, Inc. | PA | 20,161 | $1.71B | $6,536 |
| Michelin 401(k) Savings Plan | Michelin North America, Inc. C/o Retirement Manager | SC | 19,906 | $4.48B | $67K |
| Lululemon Savings Plan | Lululemon Athletica Inc. | DE | 19,862 | $218M | $111K |
| Jacobs Technology Inc. Employees' Savings Plan | Jacobs Technology, Inc. | TN | 18,678 | $2.17B | $197K |
Questions and answers
How many plans does Vanguard Advisers Inc. serve?
518 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Vanguard Advisers Inc.?
The median plan reported $39.00 per participant in direct and indirect compensation (517 plans reporting an amount), or 0.03% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (participants) (501 plans), Investment advisory (plan) (10 plans), Trustee (bank, trust company, or similar financial institution) (5 plans) and Recordkeeping and information management (4 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.