Original filing (PDF)20250926141259NAL0008636545001

BRIGADE CAPITAL MANAGEMENT, LP

Name: BRIGADE CAPITAL MANAGEMENT, LP — BRIGADE CAPITAL MANAGEMENT, LP INCENTIVE SAVINGS TRUST, Form 5500 (2024)
Creator: BRIGADE CAPITAL MANAGEMENT, LP

Form 5500

FILING_RECEIVED

BRIGADE CAPITAL MANAGEMENT, LP INCENTIVE SAVINGS TRUST

401(k) retirement plan

Signals · 3

55% in single holdingHigh average account balanceNo recordkeeper disclosed

Active participants

118

Accounts w/ balance

170

Plan assets (EOY)

$61.8M

Net assets (EOY)

$61.8M

How this plan invests

This plan

60 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (95th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIGADE CAPITAL MANAGEMENT, LP.

Plan sponsor

Name

BRIGADE CAPITAL MANAGEMENT, LP

EIN

20-4895879

Address

399 PARK AVENUE · 16TH FLOOR · NEW YORK, NY · 10022

Phone

(212) 745-9772

Industry

Finance & Insurancesee 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

2025-09-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

CARON & BLETZER, PLLC

Service providers (Schedule C)

3 rows

Custodian

Name	EIN	Location	Relation	Direct comp	Indirect comp
NATIONWIDE	31-1592130	COLUMBUS, OH	CUSTODIAN	$45K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
WORLD INVESTMENT ADVISORS, LLC	61-1758632	—	66341	—	—

Broker

Investments

60 direct securities· $59.7M(97% of reported assets)

Common Collective Trusts

$33.1M

1 holding

Other securities

$25.8M

55 holdings

Common Stock

$534K

1 holding

Stable Value

$181K

1 holding

Cash / Money Market

$91K

1 holding

Bonds / Notes

$29K

1 holding

					% of plan
Brigade Leveraged Capital Structures Offshore Ltd. Commingled fund	Common Collective Trusts	—	—	$33.1M	53.5%
Fidelity 500 Index Fund "	Other securities	—	—	$4.4M	7.2%
American Funds Target Retirement 2050 "	Other securities	—	—	$2.7M	4.3%
American Funds Target Retirement 2055 "	Other securities	—	—	$1.5M	2.4%
Vanguard Dividend Growth Investment Fund "	Other securities	—	—	$1.5M	2.4%
Vanguard Information Technology Index Admiral "	Other securities	—	—	$1.4M	2.3%
Vanguard Total Stock Market Index Fund "	Other securities	—	—	$1.4M	2.2%
Nationwide Investor Destination Moderately Aggressive "	Other securities	—	—	$1.3M	2.1%
MFS Massachusetts Investors Growth Stock "	Other securities	—	—	$1.2M	2.0%
American Funds Target Retirement 2060 "	Other securities	—	—	$1.2M	1.9%
American Funds Capital Worth Growth Fund "	Other securities	—	—	$862K	1.4%
MFS Mid Cap Value Fund Class R6 "	Other securities	—	—	$818K	1.3%
Vanguard Value Index Fund Admiral "	Other securities	—	—	$751K	1.2%
Nationwide Small Cap Index Fund "	Other securities	—	—	$643K	1.0%
MFS Mid Cap Growth "	Other securities	—	—	$618K	1.0%
Conestoga Small Cap Fund "	Other securities	—	—	$542K	0.9%
American Funds Retire Inc Port-Mod R6 "	Common Stock	—	—	$534K	0.9%
American Funds American Balanced "	Other securities	—	—	$488K	0.8%
Blackrock High Yield Bond Portfolio "	Other securities	—	—	$449K	0.7%
DFA US Targeted Value Portfolio Institutional "	Other securities	—	—	$421K	0.7%
Fidelity Mid Cap Index "	Other securities	—	—	$417K	0.7%
American Funds Target Retirement 2045 "	Other securities	—	—	$289K	0.5%
Nationwide investor Destination Moderately Conservative "	Other securities	—	—	$289K	0.5%
Alliance Bernstein Bond Inflation Strategy Mutual fund	Other securities	—	—	$275K	0.4%
Fidelity International Index Fund "	Other securities	—	—	$265K	0.4%
American Funds American Mutual "	Other securities	—	—	$244K	0.4%
American Funds Target Retirement 2035 "	Other securities	—	—	$243K	0.4%
Nationwide Fixed Select Contract Guaranteed investment contract	Stable Value	—	—	$181K	0.3%
Fidelity China Region Fund "	Other securities	—	—	$156K	0.3%
Nationwide Investor Destination Conservative "	Other securities	—	—	$154K	0.2%
American Funds Target Retirement 2040 "	Other securities	—	—	$147K	0.2%
American Funds Target Retirement 2030 "	Other securities	—	—	$129K	0.2%
Federated Government Obligations Premier Fund "	Other securities	—	—	$114K	0.2%
Vanguard Total Bond Market Index Fund Admiral "	Other securities	—	—	$102K	0.2%
American Funds Capital World Bond Fund "	Other securities	—	—	$99K	0.2%
American Funds Target Retirement 2020 "	Other securities	—	—	$91K	0.1%
Fidelity Government Money Market Fund Class "	Cash / Money Market	—	—	$91K	0.1%
Vanguard Long-Term Treasury Index Funds Admiral Shares "	Other securities	—	—	$78K	0.1%
Fidelity Advisor Health Care Fund "	Other securities	—	—	$70K	0.1%
Vanguard Star Fund Investor Shares "	Other securities	—	—	$65K	0.1%
Fidelity Advisor Biotechnology Fund "	Other securities	—	—	$58K	<0.1%
American Funds Target Retirement 2065 "	Other securities	—	—	$51K	<0.1%
American Funds Bond Fund "	Other securities	—	—	$45K	<0.1%
Fidelity Advisor Large Cap Institutional Fund " ** 180 Goldman Sachs Technology Opportunity Institutional "	Other securities	—	—	$45K	<0.1%
Vanguard Emerging Markets Stock Index Admiral "	Other securities	—	—	$40K	<0.1%
Vanguard Growth Index Admiral "	Other securities	—	—	$40K	<0.1%
Fidelity Large Cap Growth Index "	Other securities	—	—	$39K	<0.1%
Vanguard Small Cap Growth Index Admiral "	Other securities	—	—	$32K	<0.1%
Participant Loans (4.25% - 9.50%) -	Bonds / Notes	—	—	$29K	<0.1%
Pimco High Yield Institutional " ** 333 T. Rowe Price Japan Fund "	Other securities	—	—	$28K	<0.1%