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Original filing (PDF)20251014123413NAL0002910945001
CONSTELLATION BRANDS, INC.
Form 5500
FILING_RECEIVED
CONSTELLATION BRANDS, INC. 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
4,111
Accounts w/ balance
5,758
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
18 pooled trusts
Schedule D
28 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 CONSTELLATION BRANDS, INC..
Plan sponsor
Name
CONSTELLATION BRANDS, INC.
EIN
16-0716709
Address
50 EAST BROAD STREET · ROCHESTER, NY · 146142102
Phone
(585) 678-7100
Industry
Manufacturingsee 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
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BONADIO GROUP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER LIFE & ANNUITY INSURANCE CO | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $322K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | — | RALEIGH, NC | INVESTMENT ADVISOR | $61K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BONADIO & CO LLP | — | PITTSFORD, NY | AUDITOR | $20K | — |
Investments
10 direct securities · 18 pooled funds· $1.1B(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.
Common Collective Trust
$796.7M
18 holdings
Uncategorized
$305.3M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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 | — | — | — | $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 | — | — | — | $40.0M | 3.6% | |
| Vanguard Equity-Income ADM Mutual Fund | — | — | — | $35.0M | 3.2% | |
| Delaware Small Cap Core R6 Mutual Fund | — | — | — | $30.1M | 2.7% | |
| American Funds Europacific Growth R-6 Mutual Fund | — | — | — | $28.0M | 2.5% | |
| Schwab SDB Self-Directed Brokerage Account | — | — | — | $27.9M | 2.5% | |
| MFS Mid Cap Value R6 Mutual Fund | — | — | — | $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 | — | — | — | $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 | — | — | — | $6.7M | 0.6% | |
| Vanguard Inflation Protected Securities I Mutual Fund | — | — | — | $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% |