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Original filing (PDF)20251014131057NAL0002994145001
STEVEN MADDEN LTD.
Form 5500
FILING_RECEIVED
STEVE MADDEN 401(K)
401(k) retirement plan
Active participants
2,389
Accounts w/ balance
1,057
Plan assets (EOY)
$125.0M
Net assets (EOY)
$125.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
65
Vendor stack
100
Participation health
65
Knocking points off
- 18 bps in Schedule C fees — 76% above peer band of 10 bps.
- Only 44% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVEN MADDEN LTD..
Plan sponsor
Name
STEVEN MADDEN LTD.
EIN
13-3588231
Address
52 16 BARNETT AVENUE · LONG ISLAND CITY, NY · 11104
Phone
(718) 446-1800
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
EISNER AMPER LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $82K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $138K | — |
Investments
26 direct securities · 1 pooled fund· $123.3M(99% 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
$121.3M
26 holdings
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $24.5M | 19.6% | |
| American Funds 2050 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $10.7M | 8.5% | |
| American Funds 2040 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $7.7M | 6.2% | |
| JPMorgan U.S. Equity Fund Class R6 Mutual Fund | — | — | — | $7.5M | 6.0% | |
| American Funds 2030 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $7.0M | 5.6% | |
| American Funds 2025 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $6.9M | 5.6% | |
| American Funds The Growth Fund of America® Class R-6 Mutual Fund | — | — | — | $6.5M | 5.2% | |
| American Funds 2035 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $6.3M | 5.0% | |
| American Funds 2045 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $6.1M | 4.9% | |
| American Funds 2055 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $5.9M | 4.7% | |
| American Funds 2020 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $4.5M | 3.6% | |
| The Gabelli US Treasury Money Market Fund (GABXX) Mutual Fund | — | — | — | $3.4M | 2.7% | |
| MFS International Diversification Fund Class R6 Mutual Fund | — | — | — | $3.1M | 2.5% | |
| BlackRock Equity Dividend Fund K Shares Mutual Fund | — | — | — | $2.9M | 2.3% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $2.9M | 2.3% | |
| American Funds 2060 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $2.7M | 2.2% | |
| MFS Mid Cap Growth Fund Class R6 Mutual Fund | — | — | — | $2.7M | 2.2% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $2.7M | 2.1% | |
| Fidelity Advisor Total Bond Fund - Class Z Mutual Fund | — | — | — | $2.2M | 1.8% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $2.0M | 1.6% | |
| American Funds 2015 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $1.1M | 0.9% | |
| American Funds 2010 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $1.1M | 0.9% | |
| Goldman Sachs Infl Protected Secs R6 (GSRUX) Mutual Fund | — | — | — | $783K | 0.6% | |
| American Funds 2065 Target Date Retirement Fund® Class R-6 Mutual Fund | — | — | — | $726K | 0.6% | |
| Invesco Emerging Markets ex-China R6 (GTDFX) Mutual Fund | — | — | — | $547K | 0.4% | |
| Fidelity Advisor Government Income Fund - Class Z Mutual Fund | — | — | — | $469K | 0.4% | |
| Fidelity Global ex U.S. Index Fund Mutual Fund | — | — | — | $277K | 0.2% |