Back to filter
Original filing (PDF)20251015140728NAL0006526448001
RESTORATION HARDWARE, INC.
Form 5500
FILING_RECEIVED
THE RH 401(K) PLAN
401(k) retirement plan
Active participants
5,469
Accounts w/ balance
6,053
Plan assets (EOY)
$190.7M
Net assets (EOY)
$190.7M
How this plan invests
This plan
13 pooled trusts
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Participation health
100
Knocking points off
- 14 bps in Schedule C fees — modestly above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RESTORATION HARDWARE, INC..
Plan sponsor
Name
RESTORATION HARDWARE, INC.
EIN
68-0140361
Address
15 KOCH ROAD, SUITE J · CORTE MADERA, CA · 94925
Phone
(415) 945-4502
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
2025-10-15
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $202K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WORLD INVESTMENT ADVISORS LLC | — | SANTA BARBARA, CA | INVESTMENT ADVISOR | $45K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MOSS ADAMS LLP | — | PASADENA, CA | AUDITOR | $29K | — |
Investments
22 direct securities · 13 pooled funds· $190.7M(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
$125.2M
13 holdings
Uncategorized
$65.6M
22 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Registered Investment Company | — | — | — | $26.7M | 14.0% | |
| NUVEEN LIFECYCLE INDEX 2045 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $19.0M | 10.0% | |
| NUVEEN LIFECYCLE INDEX 2040 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $17.5M | 9.2% | |
| NUVEEN LIFECYCLE INDEX 2050 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $16.9M | 8.9% | |
| NUVEEN LIFECYCLE INDEX 2035 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $15.4M | 8.1% | |
| NUVEEN LIFECYCLE INDEX 2055 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $14.1M | 7.4% | |
| NUVEEN LIFECYCLE INDEX 2030 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $13.6M | 7.2% | |
| NUVEEN LIFECYCLE INDEX 2060 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $10.1M | 5.3% | |
| Fidelity Mid Cap Index Registered Investment Company | — | — | — | $7.8M | 4.1% | |
| NUVEEN LIFECYCLE INDEX 2025 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $7.4M | 3.9% | |
| NUVEEN LIFECYCLE INDEX 2065 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $5.9M | 3.1% | |
| Fidelity Small Cap Index Registered Investment Company | — | — | — | $5.6M | 2.9% | |
| NUVEEN LIFECYCLE RETIREMENT INDEX I SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $5.0M | 2.6% | |
| Key Guaranteed Portfolio Fund Guaranteed Investment Contract | — | — | — | $4.1M | 2.2% | |
| Fidelity International Index Registered Investment Company | — | — | — | $4.1M | 2.1% | |
| Calvert US Large Cap Core RSPNB Idx I Registered Investment Company | — | — | — | $3.6M | 1.9% | |
| Fidelity US Bond Index Registered Investment Company | — | — | — | $3.0M | 1.6% | |
| maturing through January 2041 - | — | — | — | $2.8M | 1.5% | |
| iShares Total U.S. Stock Market Index K Registered Investment Company | — | — | — | $2.1M | 1.1% | |
| Vanguard High Yield Corporate Admiral Registered Investment Company | — | — | — | $1.7M | 0.9% | |
| Fidelity Emerging Markets Index Registered Investment Company | — | — | — | $1.0M | 0.5% | |
| JPMorgan Large Cap Growth R6 Registered Investment Company | — | — | — | $888K | 0.5% | |
| Fidelity Real Estate Index Institutional Registered Investment Company | — | — | — | $877K | 0.5% | |
| Invesco Discovery R6 Registered Investment Company | — | — | — | $362K | 0.2% | |
| Invesco Small Cap Value R6 Registered Investment Company | — | — | — | $343K | 0.2% | |
| NUVEEN LIFECYCLE INDEX 2020 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $205K | 0.1% | |
| Baron Focused Growth R6 Registered Investment Company | — | — | — | $201K | 0.1% | |
| Goldman Sachs GQG Partners Intl Opps R6 Registered Investment Company | — | — | — | $193K | 0.1% | |
| Neuberger Berman Large Cap Value R6 Registered Investment Company | — | — | — | $171K | <0.1% | |
| DFA International Value I Registered Investment Company | — | — | — | $54K | <0.1% | |
| Victory Sycamore Established Value R6 Registered Investment Company | — | — | — | $21K | <0.1% | |
| American Funds New World R6 Registered Investment Company | — | — | — | $16K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2015 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $16K | <0.1% | |
| Loomis Sayles Inv Grade Bond-N Registered Investment Company | — | — | — | $14K | <0.1% | |
| NUVEEN LIFECYCLE INDEX 2010 R SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $4K | <0.1% |
Related plans
Other plans using EMPOWER ANNUITY INSURANCE COMPANY O
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
3M COMPANY
3M VOLUNTARY INVESTMENT PLAN AND EMPLOYEE STOCK OWNERSHIP PLAN
$10.6B · 21,780 participants
THE NEW YORK-PRESBYTERIAN HOSPITAL
THE RETIREMENT SAVINGS PLAN
$4.8B · 50,152 participants
BAYLOR SCOTT & WHITE HOLDINGS
BAYLOR SCOTT & WHITE HEALTH RETIREMENT SAVINGS PLAN
$4.7B · 46,788 participants
HEALTH CARE SERVICE CORPORATION
THE 401K PLAN
$3.9B · 36,460 participants
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
Similar-size Retail Trade plans
THE CONTAINER STORE INC.
THE CONTAINER STORE, INC. 401(K) PLAN
$144.2M · 3,776 participants
MATTRESS FIRM, INC.
MATTRESS FIRM, INC. 401(K) PLAN
$279.1M · 7,916 participants
WORLD MARKET, LLC
WORLD MARKET 401(K) PLAN
$78.7M · 6,138 participants
LAMPS PLUS INC
LAMPS PLUS 401(K) PLAN
$58.6M · 812 participants
MICHAELS STORES, INC.
MICHAELS STORES, INC. EMPLOYEES 401(K) PLAN
$337.2M · 27,613 participants
PIVOT INTERIORS, INC.
PIVOT INTERIORS, INC. SAVINGS & INVESTMENT PLAN
$42.2M · 202 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B