Original filing (PDF)20240919102259NAL0005798385001

VERMONT TEDDY BEAR COMPANY, INC.

Name: VERMONT TEDDY BEAR COMPANY, INC. — THE VERMONT TEDDY BEAR CO. 401(K) PLAN, Form 5500 (2023)
Creator: VERMONT TEDDY BEAR COMPANY, INC.

Form 5500

FILING_RECEIVED

THE VERMONT TEDDY BEAR CO. 401(K) PLAN

401(k) retirement plan

Signals · 1

No recordkeeper disclosed

Active participants

114

Accounts w/ balance

177

Plan assets (EOY)

$7.8M

Net assets (EOY)

$7.8M

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERMONT TEDDY BEAR COMPANY, INC..

Plan sponsor

Name

VERMONT TEDDY BEAR COMPANY, INC.

EIN

03-0291679

Address

6655 SHELBURNE ROAD · SHELBURNE, VT · 05482

Phone

(802) 985-3001

Industry

Manufacturingsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

GALLAGHER, FLYNN & CO

Trustee / custodian

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $7.7M(98% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.

Investment	Type	Current value	% of plan
VARIABLE ANNUITY ACCOUNT D VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY · EIN 71-0294708 / PN 000	Pooled Separate Account	$7.7M	97.7%

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