Plan Snapshot
- Plan Sponsor: Home Depot Puerto Rico, INC.
- Sponsor EIN: 660548924
- Sponsor Address: 2455 PACES FERRY ROAD, SE, ATLANTA, GA, 30339
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,424
- Total Assets: $46.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,424 | $46.6M | $0 | $0 |
| 2024 | 3,026 | $37.0M | $2.0M | $4.0M |
| 2023 | 2,987 | $30.7M | $2.0M | $3.8M |
| 2022 | 2,368 | $22.9M | $1.8M | $3.6M |
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 |
|---|---|---|---|---|
| BANCO POPULAR DE PUERTO RICO | Investment Advisor | $112,677 | — | $112,677 |
| ALIGHT SOLUTIONS, LLC | Recordkeeper | $105,716 | — | $105,716 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $218,393
- Estimated Expense Ratio: 0.468% 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 |
|---|---|---|---|---|---|
| 2025 | $3,452,101 | $112,677 | $105,716 | — | — |
| 2024 | $180,164 | $54,922 | $125,242 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |