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Original filing (PDF)20251013114715NAL0000561987001
THE CONTAINER STORE INC.
Form 5500
FILING_RECEIVED
THE CONTAINER STORE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
3,776
Accounts w/ balance
2,543
Plan assets (EOY)
$144.2M
Net assets (EOY)
$144.2M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
75
Vendor stack
100
Participation health
80
Knocking points off
- 67% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE CONTAINER STORE INC..
Plan sponsor
Name
THE CONTAINER STORE INC.
EIN
75-1596981
Address
500 FREEPORT PARKWAY · COPPELL, TX · 75019
Phone
(972) 538-6841
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
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
FORVIS MAZARS LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$77K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $55K | — |
Investments
30 direct securities · 1 pooled fund· $149.5M(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.
Uncategorized
$144.2M
30 holdings
Common Collective Trust
$5.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Contra Fund K | — | 931,835 | — | $19.7M | 13.6% | |
| Fidelity 500 Index Fund | — | 91,574 | — | $18.7M | 13.0% | |
| Fidelity Freedom 2030 Fund K6 | — | 827,830 | — | $14.5M | 10.0% | |
| Fidelity Freedom 2040 Fund K6 | — | 1,011,402 | — | $11.6M | 8.1% | |
| Fidelity Freedom 2035 Fund K6 | — | 518,381 | — | $8.1M | 5.6% | |
| Fidelity Freedom 2045 Fund K6 | — | 576,895 | — | $7.7M | 5.4% | |
| MFS Mid-Cap Growth Fund R6 | — | 195,398 | — | $6.1M | 4.3% | |
| Fidelity Freedom 2050 Fund K6 | — | 410,906 | — | $5.6M | 3.9% | |
| Galliard Stable Return | — | 93,633 | — | $5.4M | 3.7% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $5.4M | 3.7% | |
| Fidelity Low-Priced Stock Fund K | — | 108,933 | — | $4.4M | 3.1% | |
| Fidelity Freedom 2025 Fund K6 | — | 325,901 | — | $4.4M | 3.1% | |
| Fidelity Freedom 2020 Fund K6 | — | 296,991 | — | $4.2M | 2.9% | |
| Fidelity Total Bond | — | 437,697 | — | $4.1M | 2.9% | |
| John Hancock Disciplined Value Fund R6 | — | 177,955 | — | $4.0M | 2.8% | |
| Fidelity Freedom 2055 Fund K6 | — | 221,206 | — | $3.5M | 2.4% | |
| MFS Mid-Cap Value Fund R3 | — | 109,815 | — | $3.4M | 2.3% | |
| Fidelity International Index Fund | — | 56,270 | — | $2.7M | 1.9% | |
| Fidelity U.S. Bond Index Fund | — | 235,908 | — | $2.4M | 1.7% | |
| MFS International Intrinsic Value Fund R4 | — | 67,235 | — | $2.4M | 1.7% | |
| Participant Loans | — | — | — | $2.0M | 1.4% | |
| Fidelity Freedom 2060 Fund K6 | — | 134,170 | — | $1.9M | 1.3% | |
| AF Europac Growth Fund R6 | — | 33,499 | — | $1.8M | 1.2% | |
| Fidelity Extended Market Index Fund | — | 19,755 | — | $1.8M | 1.2% | |
| Fidelity Freedom 2065 Fund K6 | — | 56,444 | — | $748K | 0.5% | |
| Fidelity Freedom 2015 Fund K6 | — | 61,136 | — | $693K | 0.5% | |
| PIF SMCP VAL II R6 | — | 55,120 | — | $633K | 0.4% | |
| Fidelity Freedom Income Fund K6 | — | 54,643 | — | $575K | 0.4% | |
| Loomis Small Cap Growth N | — | 18,898 | — | $561K | 0.4% | |
| Fidelity Freedom 2010 Fund K6 | — | 28,131 | — | $389K | 0.3% | |
| Fidelity Government Money Market Fund | — | 109,984 | — | $110K | <0.1% |
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