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Original filing (PDF)20250930125502NAL0005498691001
BURLINGTON COAT FACTORY WAREHOUSE CORPORATION
Form 5500
FILING_RECEIVED
BURLINGTON STORES SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
68,833
Accounts w/ balance
8,689
Plan assets (EOY)
$457.0M
Net assets (EOY)
$457.0M
How this plan invests
This plan
1 pooled trust
Schedule D
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
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
80
Participation health
65
Knocking points off
- 16 bps in Schedule C fees — 62% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
- Only 13% 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 BURLINGTON COAT FACTORY WAREHOUSE CORPORATION.
Plan sponsor
Name
BURLINGTON COAT FACTORY WAREHOUSE CORPORATION
EIN
22-1970303
Address
2006 ROUTE 130 NORTH · BURLINGTON, NJ · 08016
Phone
(609) 387-7800
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
2025-09-30
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $582K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $159K | — |
Investments
38 direct securities · 1 pooled fund· $457.0M(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.
Uncategorized
$388.5M
37 holdings
Common Collective Trust
$38.4M
1 holding
Mutual Funds
$30.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RELIANCE METLIFE GAC SERIES 25053 C METLIFE STABLE VALUE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $38.4M | 8.4% | |
| Vanguard Institutional Target Retirement 2050 N/R | — | — | — | $33.4M | 7.3% | |
| AB Large Cap Growth Z N/R | Mutual Funds | — | — | $30.1M | 6.6% | |
| Vanguard Institutional Target Retirement 2035 N/R | — | — | — | $29.2M | 6.4% | |
| Vanguard Institutional Target Retirement 2030 N/R | — | — | — | $26.6M | 5.8% | |
| Vanguard Institutional Target Retirement 2045 N/R | — | — | — | $25.8M | 5.7% | |
| Fidelity 500 Index instl Prem N/R | — | — | — | $25.6M | 5.6% | |
| Vanguard Institutional Target Retirement 2040 N/R | — | — | — | $25.1M | 5.5% | |
| JPMorgan US Equity R6 N/R | — | — | — | $23.5M | 5.1% | |
| Vanguard Institutional Target Retirement 2025 N/R | — | — | — | $16.4M | 3.6% | |
| T. Rowe Price T. Rowe Price Capital Appreciation N/R | — | — | — | $15.0M | 3.3% | |
| Columbia Dividend Income I3 N/R | — | — | — | $13.8M | 3.0% | |
| Vanguard Total World Stock Index Admiral N/R | — | — | — | $12.0M | 2.6% | |
| Member Loans Interest rates: 4.16% - 10.48% $0 | — | — | — | $10.5M | 2.3% | |
| Hartford Global Impact R6 N/R | — | — | — | $10.2M | 2.2% | |
| Vanguard Institutional Target Retirement 2055 N/R | — | — | — | $8.9M | 1.9% | |
| Vanguard Large-Cap Index Adm N/R | — | — | — | $8.9M | 1.9% | |
| Vanguard Institutional Target Retirement 2060 N/R | — | — | — | $8.7M | 1.9% | |
| Fidelity International Index N/R | — | — | — | $7.5M | 1.6% | |
| JPMorgan Mid Cap Growth R6 N/R | — | — | — | $7.4M | 1.6% | |
| Vanguard Small Cap Index Adm N/R | — | — | — | $7.4M | 1.6% | |
| Fidelity Advisor Total Bond I N/R | — | — | — | $6.9M | 1.5% | |
| Blackrock iShares U.S. Aggregate Bond Index K N/R | — | — | — | $6.1M | 1.3% | |
| Macquarie Small Cap Core R6 N/R | — | — | — | $5.9M | 1.3% | |
| Vanguard Growth Index Adm N/R | — | — | — | $5.8M | 1.3% | |
| Vanguard Mid Cap Index Adm N/R | — | — | — | $5.5M | 1.2% | |
| Fidelity Advisor Intl Capital App Z N/R | — | — | — | $5.3M | 1.2% | |
| Vanguard Institutional Target Retirement 2020 N/R | — | — | — | $5.2M | 1.1% | |
| Fidelity Extended Market Index N/R | — | — | — | $4.8M | 1.1% | |
| Vanguard Emerging Markets Stock Index Adm N/R | — | — | — | $4.8M | 1.0% | |
| Vanguard Intermed-Term Bond Index Adm N/R | — | — | — | $4.5M | 1.0% | |
| American Funds American Funds New Perspective R5 N/R | — | — | — | $4.1M | 0.9% | |
| Fidelity Inflation-Protected Bond Index N/R | — | — | — | $3.6M | 0.8% | |
| Vanguard Real Estate Index Adm N/R | — | — | — | $2.8M | 0.6% | |
| Vanguard Institutional Target Retirement N/R | — | — | — | $2.7M | 0.6% | |
| Vanguard Institutional Target Retirement 2065 N/R | — | — | — | $2.6M | 0.6% | |
| MFS Mid Cap Value R6 N/R | — | — | — | $1.4M | 0.3% | |
| Money Market Fund Dreyfus Government Cash Mgmt Instl N/R | — | — | — | $403K | <0.1% | |
| Vanguard Institutional Target Retirement 2070 N/R | — | — | — | $253K | <0.1% |