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Original filing (PDF)20251014124918NAL0003979632001
J.CREW GROUP, LLC
Form 5500
FILING_RECEIVED
J.CREW GROUP, LLC. 401(K) SAVINGS PLAN
401(k) retirement plan
Active participants
13,372
Accounts w/ balance
5,267
Plan assets (EOY)
$339.1M
Net assets (EOY)
$339.1M
How this plan invests
This plan
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 39% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for J.CREW GROUP, LLC.
Plan sponsor
Name
J.CREW GROUP, LLC
EIN
22-2894486
Address
225 LIBERTY STREET · 17TH FLOOR · NEW YORK, NY · 10281
Phone
(212) 209-2500
Industry
Retail Tradesee 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
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$86K | — |
Investments
29 direct securities· $338.8M(100% of reported assets)
Uncategorized
$292.0M
28 holdings
Mutual Funds
$46.8M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Contrafund K6 Fund N/R | Mutual Funds | — | — | $46.8M | 13.8% | |
| Fidelity 500 Index Fund N/R | — | — | — | $45.7M | 13.5% | |
| Fidelity Freedom 2050 Fund K N/R | — | — | — | $40.6M | 12.0% | |
| Fidelity Freedom 2055 Fund K N/R | — | — | — | $28.5M | 8.4% | |
| Fidelity Freedom 2045 Fund K N/R | — | — | — | $27.8M | 8.2% | |
| Fidelity Freedom 2040 Fund K N/R | — | — | — | $18.8M | 5.6% | |
| Fidelity Freedom 2035 Fund K N/R | — | — | — | $15.2M | 4.5% | |
| Fidelity Balanced Fund K N/R | — | — | — | $13.9M | 4.1% | |
| Fidelity Freedom 2060 Fund K N/R | — | — | — | $12.9M | 3.8% | |
| Fidelity Freedom 2030 Fund K N/R | — | — | — | $12.7M | 3.8% | |
| MFS Mid Cap Growth Fund Class R6 N/R | — | — | — | $12.1M | 3.6% | |
| Fidelity Mid Cap Index N/R | — | — | — | $8.3M | 2.5% | |
| Vanguard FTSE AW Indez Fund N/R | — | — | — | $6.9M | 2.0% | |
| Fidelity Freedom 2025 Fund K N/R | — | — | — | $6.5M | 1.9% | |
| Vanguard Value Index Fund Admiral Shares N/R | — | — | — | $6.4M | 1.9% | |
| Fidelity Low Priced Stock Fund K N/R | — | — | — | $6.2M | 1.8% | |
| Money Market Accounts * Fidelity Government Money Market Fund N/R | — | — | — | $6.2M | 1.8% | |
| Fidelity U.S. Bond Index Fund N/R | — | — | — | $5.6M | 1.6% | |
| T. Rowe T. Rowe Price Small-Cap Value Fund N/R | — | — | — | $4.1M | 1.2% | |
| Allspring Short Term Bond Plus Fund N/R | — | — | — | $3.7M | 1.1% | |
| Participant Loans Loan fund (interest rates: 3.25% - 9.25%) $0 | — | — | — | $3.4M | 1.0% | |
| Fidelity Freedom 2020 Fund K N/R | — | — | — | $2.3M | 0.7% | |
| Fidelity Freedom 2065 Fund K N/R | — | — | — | $2.3M | 0.7% | |
| Fidelity Freedom Income Fund K N/R | — | — | — | $929K | 0.3% | |
| Calvert Balanced Class R6 Fund N/R | — | — | — | $377K | 0.1% | |
| Fidelity Freedom 2015 Fund K N/R | — | — | — | $363K | 0.1% | |
| Fidelity Freedom 2010 Fund K N/R | — | — | — | $171K | <0.1% | |
| Calvert Conservative Allocation Class R6 Fund N/R | — | — | — | $6K | <0.1% | |
| Calvert Moderate Allocation Class R6 Fund N/R | — | — | — | $4K | <0.1% |
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