AUMdb

The Home Depot Futurebuilder

Sponsored by The Home Depot, Inc. · EIN 953261426 · Plan #001

Total assets
$14.1B
Net assets
$14.1B
Active participants
391,522
With balances
221,237

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Alight Financial Advisors, Llc CRD 158744 deterministic · 100% 2024
Aon Investments Usa Inc. CRD 105596 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alight Solutions Llc Recordkeeping, Direct payment from the plan, Recordkeeping fees $9,107,123
Alight Financial Advisors, Llc Investment advisory (participants), Direct payment from the plan $8,241,118
The Northern Trust Company Trustee (institutional), Trustee (directed), Direct payment from the plan $1,329,601
Sepire Llc Recordkeeping, Copying and duplicating, Direct payment from the plan $646,637
Aon Investments Usa, Inc. Consulting (general), Investment advisory (plan), Direct payment from the plan $374,996
Smartpath, Inc. Consulting (general), Investment advisory (plan), Direct payment from the plan $215,000
Smith, Gambrell & Russell Llp Legal, Direct payment from the plan $137,806
Charles Schwab & Co., Inc. Securities brokerage, Shareholder servicing fees, Float revenue $0