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Original filing (PDF)20250722131952NAL0007076610001
MSC INDUSTRIAL DIRECT CO., INC.
Form 5500
FILING_RECEIVED
MSC INDUSTRIAL DIRECT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,667
Accounts w/ balance
5,446
Plan assets (EOY)
$708.9M
Net assets (EOY)
$708.9M
How this plan invests
This plan
2 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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MSC INDUSTRIAL DIRECT CO., INC..
Plan sponsor
Name
MSC INDUSTRIAL DIRECT CO., INC.
EIN
11-3289165
Address
515 BROADHOLLOW ROAD, SUITE 1000 · MELVILLE, NY · 11747
Phone
(516) 812-2000
Industry
Manufacturingsee all
Plan administrator
Name
MSC INDUSTRIAL DIRECT 401(K) PLAN ADMINISTRATIVE COMMITTEE
EIN
11-3289165
City
MELVILLE, NY
Phone
(516) 812-2000
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
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 | $325K | — |
Investments
26 direct securities · 2 pooled funds· $696.3M(98% 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
$628.4M
26 holdings
Common Collective Trust
$67.9M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Large Cap Growth Index Fund (2,431,718 units) | — | — | — | $95.3M | 13.4% | |
| Vanguard Institutional Index Fund (113,582 units) | — | — | — | $54.4M | 7.7% | |
| Vanguard Target Retirement 2035 Fund (2,133,121 units) | — | — | — | $51.2M | 7.2% | |
| Vanguard Target Retirement 2030 Fund (1,266,242 units) | — | — | — | $48.0M | 6.8% | |
| TRP STABLE VALUE COMMON TRUST FUND T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $47.4M | 6.7% | |
| T. Rowe Price * T. Rowe Price Communications & Technology Fund (285,360 units) | — | — | — | $44.0M | 6.2% | |
| Vanguard Target Retirement 2040 Fund (897,748 units) | — | — | — | $38.8M | 5.5% | |
| T. Rowe Price * T. Rowe Price Mid-Cap Growth Fund (346,577 units) | — | — | — | $34.6M | 4.9% | |
| Vanguard Target Retirement 2025 Fund (1,796,157 units) | — | — | — | $33.6M | 4.7% | |
| T. Rowe Price * T. Rowe Price Global Stock Fund (503,143 units) | — | — | — | $31.6M | 4.5% | |
| Vanguard Target Retirement 2045 Fund (956,423 units) | — | — | — | $28.4M | 4.0% | |
| T. Rowe Price * T. Rowe Price Mid-Cap Value Fund (656,401 units) | — | — | — | $21.0M | 3.0% | |
| T. ROWE PRICE EQUITY INCOME TRUST T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 011 | Common Collective Trust | — | — | $20.5M | 2.9% | |
| shares) Baird Core Plus Bond Fund (1,964,046 shares) | — | — | — | $19.7M | 2.8% | |
| T. Rowe Price * T. Rowe Price New Horizons Fund (345,225 units) | — | — | — | $19.3M | 2.7% | |
| Vanguard Small-Cap Index Fund (155,159 units) | — | — | — | $17.9M | 2.5% | |
| Vanguard Target Retirement 2050 Fund (294,326 units) | — | — | — | $14.7M | 2.1% | |
| T. Rowe Price * T. Rowe Price Value Fund (295,124 units) | — | — | — | $13.2M | 1.9% | |
| MSC Industrial Direct Co., Inc. * MSC Industrial Direct Co., Inc. Class A Common Stock (173,252 ** $ | — | — | — | $12.9M | 1.8% | |
| Vanguard Target Retirement 2020 Fund (469,523 units) | — | — | — | $12.4M | 1.8% | |
| Vanguard International Growth Fund (111,241 units) | — | — | — | $11.3M | 1.6% | |
| Vanguard Target Retirement 2055 Fund (185,984 units) | — | — | — | $10.3M | 1.5% | |
| Vanguard Target Retirement 2060 Fund (99,427 units) | — | — | — | $5.1M | 0.7% | |
| Cohen & Steers Cohen & Steers Realty Shares (101,670 units) | — | — | — | $4.9M | 0.7% | |
| Vanguard Target Retirement Income Fund (273,832 units) | — | — | — | $3.6M | 0.5% | |
| Vanguard Target Retirement 2065 Fund (70,755 units) | — | — | — | $2.4M | 0.3% | |
| Vanguard Target Retirement 2070 Fund (4,284 units) | — | — | — | $114K | <0.1% | |
| T. Rowe Price * U.S. Treasury Money Fund (30,791 units) *** | — | — | — | $31K | <0.1% |