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Original filing (PDF)20251009083222NAL0006295873001
AT HOME STORES LLC
Form 5500
FILING_RECEIVED
AT HOME 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
5,371
Accounts w/ balance
1,328
Plan assets (EOY)
$54.5M
Net assets (EOY)
$54.5M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Vendor stack
80
Participation health
65
Knocking points off
- No recordkeeper disclosed on Schedule C.
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AT HOME STORES LLC.
Plan sponsor
Name
AT HOME STORES LLC
EIN
76-0484961
Address
9000 CYPRESS WATERS BLVD · COPPELL, TX · 750195797
Phone
(972) 265-1350
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-09
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)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $75K | — |
Investments
28 direct securities · 1 pooled fund· $54.6M(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
$51.3M
28 holdings
Common Collective Trust
$3.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $7.1M | 12.9% | |
| Fidelity Blue Chip Growth K6 Fund " | — | — | — | $5.8M | 10.6% | |
| T. Rowe Price Retirement 2040 I Fund " | — | — | — | $5.5M | 10.2% | |
| T. Rowe Price Retirement 2045 I Fund " | — | — | — | $4.5M | 8.2% | |
| T. Rowe Price Retirement 2035 I Fund " | — | — | — | $4.2M | 7.7% | |
| T. Rowe Price Retirement 2050 I Fund " | — | — | — | $4.2M | 7.7% | |
| T. Rowe Price Retirement 2030 I Fund " | — | — | — | $3.3M | 6.1% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | — | $3.3M | 6.0% | |
| Fidelity Extended Market Index Fund " | — | — | — | $2.0M | 3.6% | |
| T. Rowe Price Retirement 2025 I Fund " | — | — | — | $1.9M | 3.6% | |
| T. Rowe Price Retirement 2055 I Fund " | — | — | — | $1.6M | 3.0% | |
| Dodge & Cox International Stock I Fund " | — | — | — | $1.6M | 2.9% | |
| Participant Loans (4.25% - 9.50%) - | — | — | — | $1.5M | 2.8% | |
| American Funds Interim Bond Fund of America R6 Mutual fund | — | — | — | $1.4M | 2.5% | |
| T. Rowe Price Value Fund " | — | — | — | $1.0M | 1.9% | |
| Invesco Discovery R6 Fund " | — | — | — | $1.0M | 1.9% | |
| T. Rowe Price Retirement 2060 I Fund " | — | — | — | $924K | 1.7% | |
| American Beacon Small Cap Value R6 Fund " | — | — | — | $788K | 1.4% | |
| T. Rowe Price Retirement 2020 I Fund " | — | — | — | $698K | 1.3% | |
| T. Rowe Price Retirement Balanced I Fund " | — | — | — | $651K | 1.2% | |
| Fidelity Advisor International Capital Appreciation I Fund " | — | — | — | $326K | 0.6% | |
| MFS Mid Cap Value R6 Fund " | — | — | — | $245K | 0.5% | |
| T. Rowe Price Retirement 2010 I Fund " | — | — | — | $213K | 0.4% | |
| T. Rowe Price Retirement 2015 I Fund " | — | — | — | $212K | 0.4% | |
| American Funds NewWorld R6 " | — | — | — | $209K | 0.4% | |
| Thornburg Strategic Income R6 Fund " | — | — | — | $140K | 0.3% | |
| T. Rowe Price Retirement 2005 I Fund " | — | — | — | $133K | 0.2% | |
| T. Rowe Price Retirement 2065 I Fund " | — | — | — | $72K | 0.1% | |
| (E) | — | — | — | $72K | 0.1% |
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