Original filing (PDF)20251014141723NAL0001487219001

EILEEN FISHER, INC.

Name: EILEEN FISHER, INC. — EILEEN FISHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: EILEEN FISHER, INC.

Form 5500

FILING_RECEIVED

EILEEN FISHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 2

97% in single holdingNo recordkeeper disclosed

Active participants

653

Accounts w/ balance

958

Plan assets (EOY)

$24.1M

Net assets (EOY)

$24.1M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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 EILEEN FISHER, INC..

Plan sponsor

Name

EILEEN FISHER, INC.

EIN

13-3359549

Address

2 BRIDGE STREET · SUITE 230 · IRVINGTON, NY · 10533

Phone

(914) 591-5700

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2I · Stock bonus

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

PRICEWATERHOUSECOOPERS-PWC

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $24.1M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Eileen Fisher, Inc.	—	—	$42.6M	$23.3M	96.8%
	TI-Trust, Inc.	—	—	$779K	$779K	3.2%

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