Saks Global Enterprises 401(k) plan

Saks Global Enterprises LLC, New York, NY. EIN 99-0372181. Annual reports 2018–2025. Also filed as Lord & Taylor Acquisition, Inc.; HBC US Holdings Inc.; HBC US Holdings LLC.; HBC US Holdings LLC.

Saks Global Enterprises LLC has one active retirement plan on file, the Saks Global 401(k) Retirement Savings Plan, with 9,723 participants and $2.0 billion in assets in 2025. Merrill has been its recordkeeper since 2021. No traditional pension plan appears in Saks Global Enterprises's filings since 2018.

Active plans: 1
Participants: 9,723
Plan assets: $2.0 billion
401(k) recordkeeper: Merrill
Plans on file: 1
Industry: Retail

The plan

Saks Global 401(k) Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 99-0372181
Participants (2025): 9,723
Net assets (2025): $2.0 billion
Recordkeeper: MerrillEarlier: Principal (2020), Wells Fargo (2018–2019)
Plan administrator: Saks Global Enterprises LLC
225 Liberty Street, 31ST Floor
New York, NY 10281
(646) 802-2275As filed for 2025
In effect since: September 1, 2018

Plans merged into this one: The Neiman Marcus Group LLC Retirement Savings Plan (2025); Saks Incorporated 401(k) Retirement Plan (2018); Lord & Taylor 401(k) Retirement Savings Plan (2018); Conductor, Inc. 401(k) Profit Sharing Plan (2020).

Earlier sponsors: Lord & Taylor Acquisition, Inc. (2018); HBC US Holdings Inc. (2019–2023).

Earlier plan names: HBC 401(k) Retirement Savings Plan.

Year by year, 2018 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	9,723	$2.0 billion	Merrill
2024	10,380	$535 million	Merrill
2023	11,174	$527 million	Merrill
2022	12,120	$498 million	Merrill
2021	14,051	$671 million	Merrill
2020	14,714	$652 million	Principal
2019	21,991	$666 million	Wells Fargo
2018	23,852	$660 million	Wells Fargo

If you had money in one of these plans

Call Merrill (benefits.ml.com), which runs the Saks Global 401(k) Retirement Savings Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((646) 802-2275). That number was filed for 2025; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Saks Global 401(k) Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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