Jeffrey P. Viviano signed Constellation Brands, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Constellation Brands, Inc.'s EIN is 16-0716709.
Download the official 2024 Form 5500 (PDF) for Constellation Brands, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Constellation Brands, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $322K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $61K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SSGA SANDP 500 FLAGSHIP NON LEND SE STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 04-0025081 / PN 085 | Common Collective Trust | — | — | $111.0M | 10.1% | |
| T. ROWE PRICE TARGET 2035 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3466131 / PN 001 | Common Collective Trust | — | — | $99.5M | 9.0% | |
| T. ROWE PRICE TARGET 2045 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3493620 / PN 001 | Common Collective Trust | — | — | $93.8M | 8.5% | |
| JPMorgan Large Cap Growth R6 Mutual Fund | Other securities | — | — | $88.1M | 8.0% | |
| T. ROWE PRICE TARGET 2040 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3480634 / PN 001 | Common Collective Trust | — | — | $82.1M | 7.4% | |
| T. ROWE PRICE TARGET 2050 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3510353 / PN 001 | Common Collective Trust | — | — | $76.6M | 6.9% | |
| T. ROWE PRICE TARGET 2030 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3451389 / PN 001 | Common Collective Trust | — | — | $73.9M | 6.7% | |
| T. ROWE PRICE TARGET 2055 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3529506 / PN 001 | Common Collective Trust | — | — | $64.1M | 5.8% | |
| VANGUARD RETIREMENT SAVINGS TRUST I VANGUARD TRUST FUNDS · EIN 23-2186884 / PN 023 | Common Collective Trust | — | — | $49.2M | 4.5% | |
| T. ROWE PRICE TARGET 2025 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3434984 / PN 001 | Common Collective Trust | — | — | $43.9M | 4.0% | |
| MFS Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $40.0M | 3.6% | |
| Vanguard Equity-Income ADM Mutual Fund | Mutual Funds | — | — | $35.0M | 3.2% | |
| Delaware Small Cap Core R6 Mutual Fund | Other securities | — | — | $30.1M | 2.7% | |
| American Funds Europacific Growth R-6 Mutual Fund | Mutual Funds | — | — | $28.0M | 2.5% | |
| Schwab SDB Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $27.9M | 2.5% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $25.2M | 2.3% | |
| T. ROWE PRICE TARGET 2060 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3540754 / PN 001 | Common Collective Trust | — | — | $20.5M | 1.9% | |
| SSGA RUSSELL SMALL/MID CAP IDX NL S STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 167 | Common Collective Trust | — | — | $18.8M | 1.7% | |
| Fidelity Total Bond K6 Mutual Fund | Mutual Funds | — | — | $17.8M | 1.6% | |
| T. ROWE PRICE TARGET 2020 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3417562 / PN 001 | Common Collective Trust | — | — | $17.7M | 1.6% | |
| T. ROWE PRICE TARGET 2010 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3388904 / PN 001 | Common Collective Trust | — | — | $12.7M | 1.1% | |
| SSGA GLOBAL EQUITY EX USA INDEX NL STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $9.8M | 0.9% | |
| SSGA U.S. BOND INDEX FUND CLASS C STATE STREET GLOBAL ADVISORS COLLECTIVE TRUSTS · EIN 90-0337987 / PN 178 | Common Collective Trust | — | — | $8.8M | 0.8% | |
| T. ROWE PRICE TARGET 2015 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3404014 / PN 001 | Common Collective Trust | — | — | $6.9M | 0.6% | |
| maturing at various dates through December 2039 | Other securities | — | — | $6.7M | 0.6% | |
| Vanguard Inflation Protected Securities I Mutual Fund | Mutual Funds | — | — | $6.4M | 0.6% | |
| T. ROWE PRICE TARGET 2065 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1819748 / PN 001 | Common Collective Trust | — | — | $4.8M | 0.4% | |
| T. ROWE PRICE TARGET 2005 TRUST C T. ROWE PRICE COLLECTIVE TRUSTS · EIN 84-3381700 / PN 001 | Common Collective Trust | — | — | $2.7M | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO LLP | — | PITTSFORD, NY | AUDITOR | $20K | — |
