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Original filing (PDF)20251111124348NAL0002822419001
TIFFANY AND COMPANY
Form 5500
FILING_RECEIVED
TIFFANY & COMPANY EMPLOYEE P/S & RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
5,277
Accounts w/ balance
7,809
Plan assets (EOY)
$966.1M
Net assets (EOY)
$966.1M
How this plan invests
This plan
15 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TIFFANY AND COMPANY.
Plan sponsor
Name
TIFFANY AND COMPANY
EIN
13-1387680
Address
200 FIFTH AVENUE · NEW YORK, NY · 10010
Phone
(212) 230-6600
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-02-01
Tax period
2025-01-31
Filed
2025-11-11
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $239K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | OTHER | $202K | — |
| COHNREZNICK LLP | — | NEW YORK, NY | OTHER | $12K | — |
Investments
19 direct securities · 15 pooled funds· $1.3B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$761.0M
19 holdings
Common Collective Trust
$423.5M
10 holdings
Pooled Separate Account
$148.0M
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund Mutual Fund | — | — | $284K | $139.8M | 14.5% | |
| LCG/JENNISON FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 408 | Pooled Separate Account | — | $815K | $95.8M | 9.9% | |
| Principal Preservation Group Annuity Insurance | — | — | $2.8M | $83.9M | 8.7% | |
| Fund JP Morgan SmartRetirement Passive Blend 2040 Common/Collective Trust | — | — | $1.7M | $83.8M | 8.7% | |
| JPMCB SMARTRET PASS 2040 CF JP MORGAN FUNDS · EIN 26-1165392 / PN 001 | Common Collective Trust | — | — | $83.8M | 8.7% | |
| Fund JP Morgan SmartRetirement Passive Blend 2030 Common/Collective Trust | — | — | $1.8M | $74.6M | 7.7% | |
| JPMCB SMARTRET PASS 2030 CF JP MORGAN FUNDS · EIN 26-1165198 / PN 001 | Common Collective Trust | — | — | $74.6M | 7.7% | |
| Fund JP Morgan SmartRetirement Passive Blend 2050 Common/Collective Trust | — | — | $1.1M | $53.7M | 5.6% | |
| JPMCB SMARTRET PASS 2050 CF JP MORGAN FUNDS · EIN 26-1165477 / PN 001 | Common Collective Trust | — | — | $53.7M | 5.6% | |
| Fund JP Morgan SmartRetirement Passive Blend 2035 Common/Collective Trust | — | — | $894K | $40.8M | 4.2% | |
| JPMCB SMARTRET PASS 2035 CF JP MORGAN FUNDS · EIN 26-1165348 / PN 001 | Common Collective Trust | — | — | $40.8M | 4.2% | |
| Vanguard Extended Market Index Instl Mutual Fund | — | — | $248K | $37.6M | 3.9% | |
| American Funds EuroPacific Growth R6 Mutual Fund | — | — | $612K | $34.5M | 3.6% | |
| Fund JP Morgan SmartRetirement Passive Blend 2055 Common/Collective Trust | — | — | $797K | $34.5M | 3.6% | |
| JPMCB SMARTRET PASS 2055 CF JP MORGAN FUNDS · EIN 45-5590883 / PN 001 | Common Collective Trust | — | — | $34.5M | 3.6% | |
| JOHN HANCOCK DIS VAL CIT CL P1 JOHN HANCOCK FUNDS · EIN 85-6153745 / PN 037 | Common Collective Trust | — | $1.3M | $34.3M | 3.6% | |
| Fund JP Morgan SmartRetirement Passive Blend 2045 Common/Collective Trust | — | — | $640K | $32.4M | 3.4% | |
| JPMCB SMARTRET PASS 2045 CF JP MORGAN FUNDS · EIN 26-1165449 / PN 001 | Common Collective Trust | — | — | $32.4M | 3.4% | |
| Fund JP Morgan SmartRetirement Passive Blend 2020 Common/Collective Trust | — | — | $918K | $31.8M | 3.3% | |
| JPMCB SMARTRET PASS 2020 CF JP MORGAN FUNDS · EIN 26-1165037 / PN 001 | Common Collective Trust | — | — | $31.8M | 3.3% | |
| Fund JP Morgan SmartRetirement Passive Blend 2025 Common/Collective Trust | — | — | $659K | $25.1M | 2.6% | |
| JPMCB SMARTRET PASS 2025 CF JP MORGAN FUNDS · EIN 26-1165154 / PN 001 | Common Collective Trust | — | — | $25.1M | 2.6% | |
| CORE PLUS BOND/PGIM FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 299 | Pooled Separate Account | — | $832K | $23.2M | 2.4% | |
| Vanguard Total Intl Stock Index Instl Mutual Fund | — | — | $164K | $21.5M | 2.2% | |
| Trowe QM US SC Growth EQ 1 Mutual Fund | — | — | $354K | $16.0M | 1.7% | |
| MFS MID CAP VALUE FUND ISP EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 858 | Pooled Separate Account | — | $1.2M | $15.2M | 1.6% | |
| SCV/VICTORY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 701 | Pooled Separate Account | — | $246K | $13.9M | 1.4% | |
| JP Morgan SmartRetirement Passive Blend Income Common/Collective Trust | — | — | $406K | $12.5M | 1.3% | |
| JPMB SR PASVBLND INC-CF JP MORGAN FUNDS · EIN 26-1164871 / PN 001 | Common Collective Trust | — | — | $12.5M | 1.3% | |
| Vanguard Total Bond Market Index Fund Mutual Fund | — | — | $1.3M | $12.1M | 1.3% | |
| Participant Loans dates through 09/11/2034. | — | — | — | $10.6M | 1.1% | |
| MassMutual Select Mid Cap Growth I Mutual Fund | — | — | $430K | $8.7M | 0.9% | |
| Vanguard FTSE Social Index I Mutual Fund | — | — | $174K | $7.3M | 0.8% | |
| ROBECO BP LGC VAL EQ EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 786 | Pooled Separate Account | — | — | $0 | <0.1% |