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Original filing (PDF)20251001104620NAL0031432866001

VS SERVICE COMPANY, LLC

Form 5500
FILING_RECEIVED
VICTORIA'S SECRET & CO. 401(K) SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
15,828
Accounts w/ balance
12,433
Plan assets (EOY)
$894.9M
Net assets (EOY)
$892.5M
How this plan invests
This plan
18 pooled trusts
Schedule D
32 securities
funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
  • 16 bps in Schedule C fees — 159% above peer band of 6 bps.
  • No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VS SERVICE COMPANY, LLC.
Plan sponsor
Name
VS SERVICE COMPANY, LLC
EIN
31-1228823
Address
4 LIMITED PARKWAY · REYNOLDSBURG, OH · 43068
Phone
(614) 577-7000
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
Trustee phone

Service providers (Schedule C)

3 rows
Trustee
1
NameEINLocationRelationDirect compIndirect comp
MATRIX TRUST COMPANY33-1151291TRUSTEE$211K
Other
2
NameEINLocationRelationDirect compIndirect comp
ALIGHT SOLUTIONS LLC82-1061233THIRD PARTY ADM$1.1M
CAPFINANCIAL PARTNERS, LLC26-0058143NONE$105K

Investments

14 direct securities · 18 pooled funds· $880.4M(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.

Common Collective Trust
$469.9M
18 holdings
Uncategorized
$397.1M
13 holdings
OTHER
$13.4M
1 holding
PIInvestmentTypeShares / unitsCostCurrent value% of plan
Vanguard Institutional Index Fund Mutual Fund$160.5M17.9%
T. ROWE PRICE RETIREMENT 2040 TRUST
T. ROWE PRICE · EIN 35-6941729 / PN 001
Common Collective Trust
$88.2M9.9%
T.ROWE PRICE RETIREMENT 2050 TRUST
T. ROWE PRICE · EIN 30-6303214 / PN 001
Common Collective Trust
$70.1M7.8%
T. ROWE PRICE RETIREMENT 2055 TRUST
T. ROWE PRICE · EIN 35-6941728 / PN 001
Common Collective Trust
$68.1M7.6%
T. ROWE PRICE RETIMREMENT 2030 TRUS
T. ROWE PRICE · EIN 38-7010946 / PN 001
Common Collective Trust
$54.9M6.1%
JPMorgan Large Cap Growth Fund Mutual Fund$44.6M5.0%
T. ROWE PRICE RETIREMENT 2045 TRUST
T. ROWE PRICE · EIN 32-6199848 / PN 001
Common Collective Trust
$42.2M4.7%
Vanguard Mid-Cap Index Fund Mutual Fund$40.4M4.5%
Dodge & Cox Stock Fund Mutual Fund$38.9M4.3%
INVESCO STABLE VALUE TRUST
INVESCO NATIONAL TRUST COMPANY · EIN 84-1142974 / PN 001
Common Collective Trust
$38.3M4.3%
Vanguard Total International Stock Index Fund Mutual Fund$37.4M4.2%
T. ROWE PRICE RETIREMENT 2060 TRUST
T. ROWE PRICE · EIN 47-1088316 / PN 001
Common Collective Trust
$33.3M3.7%
Vanguard Total Bond Market Index Fund Mutual Fund$25.7M2.9%
T.ROWE PRICE RETIREMENT 2035 TRUST
T. ROWE PRICE · EIN 35-7592013 / PN 001
Common Collective Trust
$24.2M2.7%
Vanguard Small-Cap Index Fund Mutual Fund$19.1M2.1%
T. ROWE PRICE RETIREMENT 2020 TRUST
T. ROWE PRICE · EIN 36-7594871 / PN 001
Common Collective Trust
$14.9M1.7%
Self Directed Brokerage Accounts
OTHER
$13.4M1.5%
Fidelity Total Bond K6 Fund Mutual Fund$13.0M1.4%
Bath & Body Works Inc. Common Stock$12.3M1.4%
GREAT GRAY TRUST EUROPACIFIC GROWTH
GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001
Common Collective Trust
$11.7M1.3%
T. ROWE PRICE RETIREMENT 2025 TRUST
T. ROWE PRICE · EIN 37-6495447 / PN 001
Common Collective Trust
$10.4M1.2%
GALLIARD STABLE RETURN FUND E
SEI TRUST COMPANY · EIN 52-2250951 / PN 001
Common Collective Trust
$7.5M0.8%
Victoria's Secret & Co Common Stock$4.5M0.5%
T. ROWE PRICE RETIREMENT 2065 TRUST
T. ROWE PRICE · EIN 85-1763138 / PN 001
Common Collective Trust
$3.0M0.3%
T. ROWE PRICE RETIREMENT 2010 TRUST
T. ROWE PRICE · EIN 32-6199795 / PN 001
Common Collective Trust
$1.3M0.1%
T. ROWE PRICE RETIREMENT 2005 TRUST
T. ROWE PRICE · EIN 61-6434302 / PN 001
Common Collective Trust
$724K<0.1%
MFS MID CAP GROWTH FUND
GREAT GRAY TRUST COMPANY, LLC · EIN 38-4126294 / PN 597
Common Collective Trust
$577K<0.1%
MassMutual Small Cap Growth Equity Fund Mutual Fund$442K<0.1%
T. ROWE PRICE RETIREMENT 2015 TRUST
T. ROWE PRICE · EIN 35-6941654 / PN 001
Common Collective Trust
$336K<0.1%
MFS MID CAP VALUE FUND
GREAT GRAY TRUST COMPANY, LLC · EIN 38-4139822 / PN 616
Common Collective Trust
$258K<0.1%
First American US Treasury Money Market Fund Mutual Fund$145K<0.1%
American Beacon Small Cap Value Fund Mutual Fund$127K<0.1%