Fortune 1000 404a-5 Forms

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Fortune 1000 404a-5 Forms

I researched the first 55 companies on this list of the Fortune 1000 companies and found that just United Health Group, Anthem, Chevron and United Technologies share their disclosure forms on retirement accounts, providing sufficient information regarding the plan, including fees and expenses. I have added this information into the spreadsheet provided.

METHODOLOGY
I used this list of the Fortune 1000 companies and searched for information one by one to determine whether the company's 404a-5 form was available online. I researched them in the order that they appeared in this list. For the companies who the form is available for I have included a link within the spreadsheet. I looked through information on each company's website, as well as conducting advanced searches focusing on identifying data online regarding either 404a-5 forms, 404(a)(5) forms, 3M 404a-5 or fee disclosure forms (for retirement accounts) relating to each company. I focused my search on identifying forms were available from 2017, not from any other year, because of the new law surrounding this subject that was introduced in June 2016.

FINDINGS
The scope of this individual request only covered the search of 55 of the Fortune 1000 companies. Out of those 55 I found that the vast majority did not share their 404a-5 forms online with the public. I believe that this is because companies regard this information as private. After an exhaustive search I was able to find disclosure forms published in 2017 on retirement accounts, providing sufficient information regarding the plan, including fees and expenses for just 4 of the 55 companies that I looked for United Health Group, Anthem, Chevron and United Technologies Corp. All information on these companies is included in the attached spreadsheet.

In addition, in researching this question I was able to find that some companies publish information online regarding 401(k) plans, but not the 404a-5 forms to go with them. Below I have provided links to 401(k) plans.

Walmart
AT&T
Amazon
IBM
Target

POSSIBLE CONTINUED RESEARCH
After a thorough search I can conclude that mostly, companies do not provide 404a-5 forms or similar for public access. However, it is possible to gather other information about each company's retirement account, such as information on their 401(k). It may be of interest to you to pursue more information similar to this. You may also be interested in finding information on the best retirement plans offered by Fortune companies to retire from, for example this article gives a run down of the top 10.

CONCLUSION
Of the first 55 Fortune 1000 companies United Health Group, Anthem, Chevron and United Technologies Corp have publicly provided forms for 2017 on retirement accounts, providing sufficient information regarding the plan, including fees and expenses.
Sources
Sources