Original filing (PDF)20260224155114NAL0001608835001

H&M Fashion USA, Inc.

Name: H&M Fashion USA, Inc. — H&M Employee Stock Ownership, Form 5500 (2024)
Creator: H&M Fashion USA, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

H&M Employee Stock Ownership Plan

Defined-contribution retirement plan · H&M Fashion USA, Inc.'s H&M Employee Stock Ownership Plan held $4.9M in plan assets for 6,906 participants in 2024, with Principal as recordkeeper.

Signals · 2

Late filing · 3.3 mo~968 bps in Sched C fees

Active participants

6,906

Accounts w/ balance

8,364

Plan assets (EOY)

$4.9M

Net assets (EOY)

$4.7M

Plan health score

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Filed 3.3 months past the 10.5-month grace window.
25% of assets in employer securities.
Total administrative cost in the bottom quartile of peers (3rd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for H&M FASHION USA, INC..

Plan sponsor

Name

H&M FASHION USA, INC.

EIN

all filings

Address

300 LIGHTING WAY · STE 100 · SECAUCUS, NJ · 07094

Phone

(551) 254-2700

Industry

Retail Trade

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

2026-02-24

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

BDO USA, P.C.

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$433K	—

Trustee

Name	EIN	Location	Relation	Direct comp	Indirect comp
GREATBANC TRUST COMPANY	75-6769709	—	TRUSTEE	$23K	—

Accountant / Auditor

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.