Plan Snapshot
- Plan Sponsor: H&M Fashion Usa, INC.
- Sponsor EIN: 931778981
- Sponsor Address: 300 LIGHTING WAY, SUITE 100, SECAUCUS, NJ, 07094
- Plan Type: 401(k)
- Total Participants: 1,812
- Total Assets: $141.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,812 | $141.6M | $4.5M | $7.6M |
| 2023 | 6,495 | $123.9M | $4.9M | $8.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | Recordkeeper | — | $160,050 | $160,050 |
| VOYA RETIREMENT ADVISORS, LLC | Other Service Provider | $112,113 | — | $112,113 |
| VOYA RETIREMENT INSURANCE & ANNUITY | Other Service Provider | $35,527 | $14 | $35,541 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $307,704
- Estimated Expense Ratio: 0.217% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $147,641 | $113,063 | $24,475 | — | — |
| 2023 | $129,896 | $88,258 | $25,675 | — | — |