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Original filing (PDF)20251015144806NAL0005182929001
QVC, INC.
Form 5500
FILING_RECEIVED
QURATE RETAIL GROUP 401(K) RETIREMENT SAVINGS PLAN FOR QVC AND HSN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,820
Accounts w/ balance
8,781
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
23 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for QVC, INC..
Plan sponsor
Name
QVC, INC.
EIN
23-2414041
Address
1200 WILSON DRIVE · WEST CHESTER, PA · 19380
Phone
(484) 701-1000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
005
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $737K | — |
Investments
4 direct securities · 23 pooled funds· $1.1B(100% 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.
Common Collective Trust
$1.0B
23 holdings
Mutual Funds
$54.3M
1 holding
Uncategorized
$44.4M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY GROWTH CO COMMINGLED POOL FIDELITY MANAGEMENT TRUST CO · EIN 04-3022712 / PN 135 | Common Collective Trust | — | — | $193.9M | 17.5% | |
| SS S&P 500 INDEX SL SERIES CLII STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $164.3M | 14.8% | |
| SS TRT 2030 CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 492 | Common Collective Trust | — | — | $75.8M | 6.8% | |
| GW&K SMALL/MID CAP COLLECTIVE INVES GW&K LLC · EIN 26-3761443 / PN 001 | Common Collective Trust | — | — | $72.5M | 6.5% | |
| SS TRT 2035 CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 499 | Common Collective Trust | — | — | $68.9M | 6.2% | |
| SS TRT 2040 CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 493 | Common Collective Trust | — | — | $63.9M | 5.8% | |
| T. Rowe Price Institutional Large Cap Value Fund; Institutional Class N/R | Mutual Funds | — | — | $54.3M | 4.9% | |
| SS TRT 2045 CLASS V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 001 | Common Collective Trust | — | — | $52.4M | 4.7% | |
| SS TRT 2050 CLASS V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 002 | Common Collective Trust | — | — | $51.1M | 4.6% | |
| FIDELITY MANAGED INCOME PORTFOLI C2 FIDELITY MANGEMENT TRUST CO · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $49.9M | 4.5% | |
| SS TRT SL 2025 CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 498 | Common Collective Trust | — | — | $43.0M | 3.9% | |
| SS TRT 2055 CLASS V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 005 | Common Collective Trust | — | — | $31.1M | 2.8% | |
| TS&W INTERNATIONAL LARGE CAP EQUITY GLOBAL TRUST · EIN 26-3761443 / PN 003 | Common Collective Trust | — | — | $29.3M | 2.6% | |
| PRUDENTIAL CORE PL BOND CL5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $28.6M | 2.6% | |
| SS TRT SL 2020 CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 491 | Common Collective Trust | — | — | $20.9M | 1.9% | |
| Money Market Fund Vanguard Federal Money Market Fund | — | — | — | $19.7M | 1.8% | |
| SS RUSSELL S/M CAP INDEX SL CL I STATE STREET GLOBAL ADVISORS · EIN 04-0025081 / PN 091 | Common Collective Trust | — | — | $18.2M | 1.6% | |
| Brokeragelink Accounts Self-Directed Brokerage Link Accounts N/R | — | — | — | $17.0M | 1.5% | |
| SS TRT 2060 CLASS V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 008 | Common Collective Trust | — | — | $12.9M | 1.2% | |
| SS US BOND INDEX SL SERIES CL XIV STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $12.4M | 1.1% | |
| SS TRT SL INCOME CLASS V STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 490 | Common Collective Trust | — | — | $11.5M | 1.0% | |
| SS GLOBAL ALL CAP EQUITY EX-US INDE STATE STREET GLOBAL ADVISORS · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $8.3M | 0.7% | |
| Participant Loans Interest rates: 1.00% - 9.50% $0 | — | — | — | $7.7M | 0.7% | |
| PRINCIPAL DIVERSIFIED REAL ASSET T3 PRINCIPAL GLOBAL ADVISORS · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.2% | |
| SS TRT SL 2065 CLASS V STATE STREET GLOBAL ADVISORS · EIN 32-6528132 / PN 046 | Common Collective Trust | — | — | $1.2M | 0.1% | |
| PRINCIPAL DRA CIT; TIER I PRINCIPAL · EIN 46-0743367 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TSW INTERNATIONAL LARGE CAP EQUITY GLOBAL TRUST COMPANY · EIN 26-6773274 / PN 003 | Common Collective Trust | — | — | $0 | <0.1% |