H&M Hennes & Mauritz 401k Plan — Form 5500 plan (H&M Fashion Usa, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, H&M Hennes & Mauritz 401k Plan is a benefit plan reported by H&M Fashion Usa, Inc. under EIN 93-1778981 and plan number 001. The latest loaded filing year is 2023. The filing reports 7,684 participants and $123,895,156 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- H&M Fashion Usa, Inc.
- EIN
- 93-1778981
- Plan number
- 001
- Plan type
- 2
- Location
- Secaucus, NJ
- Latest filing year
- 2023
- Participants
- 7,684
- End-of-year plan assets
- $123,895,156
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 7,684 | H, C | 20241015082906NAL0015987267001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $123,895,156
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $123,895,156
- Net assets (BOY)
- $100,987,523
Income & contributions
- Employer contributions
- $4,867,118
- Participant contributions
- $8,236,372
- Total contributions
- $13,818,640
- Total income / additions
- $32,027,764
Expenses & distributions
- Benefits paid
- $8,962,053
- Administrative expenses
- $129,896
- Total expenses
- $9,120,131
- Net increase / (decrease)
- $22,907,633
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Morgan Stanley Smith Barney LLC | SERVICE PROVIDER | $0 | $158,876 | 2023 |
| Voya Retirement Insurance & Annuity | RECORDKEEPER | $71,762 | $0 | 2023 |
| Morningstar Investment Management | SERVICE PROVIDER | $34,897 | not reported in the loaded dataset | 2023 |
| Voya Retirement Advisors, LLC | SERVICE PROVIDER | $23,238 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for H&M Fashion Usa, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in NJ
- 401(k) and benefit plan filings in Secaucus, NJ
- Morgan Stanley Smith Barney LLC — Schedule C compensation
- Voya Retirement Insurance & Annuity — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation
- Voya Retirement Advisors, LLC — Schedule C compensation