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Original filing (PDF)20250930093217NAL0011492737001
HD SUPPLY
Form 5500
FILING_RECEIVED
HD SUPPLY 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
12,171
Accounts w/ balance
13,109
Plan assets (EOY)
$556.3M
Net assets (EOY)
$556.3M
How this plan invests
This plan
2 pooled trusts
Schedule D
23 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 13 bps in Schedule C fees — 120% above peer band of 6 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HD SUPPLY.
Plan sponsor
Name
HD SUPPLY
EIN
75-2007383
Address
3400 CUMBERLAND BLVD SE · ATLANTA, GA · 30339
Phone
(770) 852-9000
Industry
Wholesale Tradesee all
Plan administrator
Name
RETIREMENT PLAN COMMITTEE HD SUPPLY, INC.
EIN
75-2007383
City
ATLANTA, GA
Phone
(770) 852-9000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
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
BENNETT THRASHER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | 82-1061233 | — | RECORDKEEPER | $643K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE NORTHERN TRUST COMPANY | 36-1561860 | — | TRUSTEE | $91K | — |
Investments
22 direct securities · 2 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.
Uncategorized
$543.2M
22 holdings
Master Trust
$540.2M
1 holding
Common Collective Trust
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| THE HOME DEPOT FUTUREBUILDER TRUST THE HOME DEPOT, INC. · EIN 58-6245558 / PN 001 | Master Trust | — | — | $540.2M | 97.1% | |
| Mfo Depot Lifepath 2035 Unit 6,840,928 # | — | — | — | $88.2M | 15.9% | |
| Mfo Depot Lifepath 2040 Unit 5,448,747 # | — | — | — | $72.6M | 13.1% | |
| Mfo Depot Retirement Unit L 5,731,602 # | — | — | — | $68.2M | 12.3% | |
| Mfo Depot Lifepath 2030 Unit 5,092,825 # | — | — | — | $63.5M | 11.4% | |
| Mfo Depot Lifepath 2045 Unit 4,431,063 # | — | — | — | $60.9M | 10.9% | |
| Mfo Depot Lifepath 2055 Unit 3,138,848 # | — | — | — | $44.0M | 7.9% | |
| Mfo Depot Lifepath 2030 Unit 2,178,836 # | — | — | — | $30.8M | 5.5% | |
| Mfo Home Depot Eqty Index Unit A 111,753 # | — | — | — | $28.6M | 5.1% | |
| Mfo Depot Lifepath 2060 Unit 1,169,485 # | — | — | — | $16.5M | 3.0% | |
| Mfo Depot Balanced Fund Unit U 1,010,508 # | — | — | — | $13.8M | 2.5% | |
| Mfo Depot Intl Index Unit J 1,080,363 # | — | — | — | $13.1M | 2.4% | |
| Mfo Depot Lrg Cap Growth 552,667 # | — | — | — | $10.7M | 1.9% | |
| Mfo Home Depot Fxd Inc Unit B 332,833 # | — | — | — | $7.5M | 1.4% | |
| Mfo Depot Smid Index Unit K 482,612 # | — | — | — | $7.1M | 1.3% | |
| T. Rowe Price stable value fund 483,897 # | — | — | — | $5.1M | 0.9% | |
| Mfo Depot Equity Unit D 312,253 # | — | — | — | $4.2M | 0.8% | |
| Charles Schwab self-directed accounts - # | — | — | — | $3.0M | 0.5% | |
| NT COLLECTIVE SHORT TERM INVESTMENT THE NORTHERN TRUST COMPANY · EIN 45-6138589 / PN 084 | Common Collective Trust | — | — | $2.3M | 0.4% | |
| Mfo Depot Smid Growth Unit F 133,331 # | — | — | — | $1.8M | 0.3% | |
| Mfo Depot Smid Value Unit E 96,081 # | — | — | — | $1.2M | 0.2% | |
| Mfo Depot Intl Growth Unit I 88,603 # | — | — | — | $1.1M | 0.2% | |
| Mfo Depot Intl Value Unit H 70,093 # | — | — | — | $851K | 0.2% | |
| Mfo Depot Lifepath 2065 Unit 24,292 # | — | — | — | $242K | <0.1% |
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