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)
- Total Participants: 3,026
- Total Assets: $37.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | RECORDKEEPER | $87,505 | — | $87,505 |
| BANCO POPULAR DE PUERTO RICO | INVESTMENT MANAGEMENT | $54,922 | — | $54,922 |
| ALIGHT FINANCIAL ADVISORS, LLC | PART INVESTMENT ADVISORY | $37,737 | — | $37,737 |
| KPMG LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS, LLC — RECORDKEEPER
- ALIGHT FINANCIAL ADVISORS, LLC — PART INVESTMENT ADVISORY
- KPMG LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $180,164
- Estimated Expense Ratio: 0.487% 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 | $180,164 | $54,922 | $125,242 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |