Claudine Tudgay signed The Container Store Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Container Store Inc.'s EIN is 75-1596981.
Download the official 2024 Form 5500 (PDF) for The Container Store Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Container Store Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$77K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $55K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Contra Fund K | Mutual Funds | — | — | $19.7M | 13.6% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $18.7M | 13.0% | |
| Fidelity Freedom 2030 Fund K6 | Mutual Funds | — | — | $14.5M | 10.0% | |
| Fidelity Freedom 2040 Fund K6 | Mutual Funds | — | — | $11.6M | 8.1% | |
| Fidelity Freedom 2035 Fund K6 | Mutual Funds | — | — | $8.1M | 5.6% | |
| Fidelity Freedom 2045 Fund K6 | Mutual Funds | — | — | $7.7M | 5.4% | |
| MFS Mid-Cap Growth Fund R6 | Mutual Funds | — | — | $6.1M | 4.3% | |
| Fidelity Freedom 2050 Fund K6 | Mutual Funds | — | — | $5.6M | 3.9% | |
| Galliard Stable Return | Other securities | — | — | $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 | Mutual Funds | — | — | $4.4M | 3.1% | |
| Fidelity Freedom 2025 Fund K6 | Mutual Funds | — | — | $4.4M | 3.1% | |
| Fidelity Freedom 2020 Fund K6 | Mutual Funds | — | — | $4.2M | 2.9% | |
| Fidelity Total Bond | Mutual Funds | — | — | $4.1M | 2.9% | |
| John Hancock Disciplined Value Fund R6 | Other securities | — | — | $4.0M | 2.8% | |
| Fidelity Freedom 2055 Fund K6 | Mutual Funds | — | — | $3.5M | 2.4% | |
| MFS Mid-Cap Value Fund R3 | Mutual Funds | — | — | $3.4M | 2.3% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $2.7M | 1.9% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $2.4M | 1.7% | |
| MFS International Intrinsic Value Fund R4 | Mutual Funds | — | — | $2.4M | 1.7% | |
| Participant Loans | Participant loans | — | — | $2.0M | 1.4% | |
| Fidelity Freedom 2060 Fund K6 | Mutual Funds | — | — | $1.9M | 1.3% | |
| AF Europac Growth Fund R6 | Other securities | — | — | $1.8M | 1.2% | |
| Fidelity Extended Market Index Fund | Common Collective Trusts | — | — | $1.8M | 1.2% | |
| Fidelity Freedom 2065 Fund K6 | Mutual Funds | — | — | $748K | 0.5% | |
| Fidelity Freedom 2015 Fund K6 | Mutual Funds | — | — | $693K | 0.5% | |
| PIF SMCP VAL II R6 | Other securities | — | — | $633K | 0.4% | |
| Fidelity Freedom Income Fund K6 | Mutual Funds | — | — | $575K | 0.4% | |
| Loomis Small Cap Growth N | Other securities | — | — | $561K | 0.4% | |
| Fidelity Freedom 2010 Fund K6 | Mutual Funds | — | — | $389K | 0.3% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $110K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
