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Original filing (PDF)20250715143257NAL0002213265001
VESTIS UNIFORMS AND WORKPLACE SUPPLIES, INC
Form 5500
FILING_RECEIVED
VESTIS RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
10,297
Accounts w/ balance
7,674
Plan assets (EOY)
$638.6M
Net assets (EOY)
$638.5M
How this plan invests
This plan
16 pooled trusts
Schedule D
45 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
Helping the score
- Below-peer total fees (2 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VESTIS UNIFORMS AND WORKPLACE SUPPLIES, INC.
Plan sponsor
Name
VESTIS UNIFORMS AND WORKPLACE SUPPLIES, INC
EIN
23-2816365
Address
1035 ALPHARETTA STREET, SUITE 2100 · ROSWELL, GA · 300753601
Phone
(952) 738-2091
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Name
BENEFITS COMPLIANCE REV COMM
EIN
23-2816365
City
ROSWELL, GA
Phone
(818) 973-3700
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-07-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST. OP. CO. | 04-2647786 | — | RECORDKEEPER | $101K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | INVESTMENT ADVISOR | $36K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US, LLP | 39-0859910 | — | ACCOUNTANT/AUDITOR | $11K | — |
Investments
29 direct securities · 16 pooled funds· $1.3B(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
$766.9M
27 holdings
Common Collective Trust
$509.3M
16 holdings
Mutual Funds
$10.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SPARTAN 500 INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY LLC · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $170.0M | 26.6% | |
| Investment Contract Pooled Separate Accounts Geode Capital Management Spartan 500 Index Pooled Class E N/R | — | — | — | $169.5M | 26.5% | |
| Fidelity Freedom Index 2030 Y N/R | — | — | — | $59.3M | 9.3% | |
| FIDELITY FREEDOM INDEX 2030 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 080 | Common Collective Trust | — | — | $54.8M | 8.6% | |
| FIDELITY FREEDOM INDEX 2040 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 082 | Common Collective Trust | — | — | $54.4M | 8.5% | |
| Fidelity Freedom Index 2040 Y N/R | — | — | — | $52.9M | 8.3% | |
| Fidelity Freedom Index 2035 Y N/R | — | — | — | $51.8M | 8.1% | |
| FIDELITY FREEDOM INDEX 2035 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 081 | Common Collective Trust | — | — | $50.9M | 8.0% | |
| Fully Benefit Responsive Vestis Fixed Interest Income Fund N/R | — | — | — | $39.3M | 6.2% | |
| Fully Benefit Responsive Vestis Fixed Interest Income Fund N/R | — | — | — | $37.0M | 5.8% | |
| Fidelity Freedom Index 2025 Y N/R | — | — | — | $36.8M | 5.8% | |
| FIDELITY FREEDOM INDEX 2025 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 079 | Common Collective Trust | — | — | $35.7M | 5.6% | |
| NB Genesis R6 N/R | — | — | — | $35.4M | 5.5% | |
| FIDELITY FREEDOM INDEX 2045 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 083 | Common Collective Trust | — | — | $34.9M | 5.5% | |
| Fidelity Freedom Index 2045 Y N/R | — | — | — | $34.8M | 5.4% | |
| NB Genesis R6 N/R | — | — | — | $33.2M | 5.2% | |
| FIDELITY FREEDOM INDEX 2050 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 084 | Common Collective Trust | — | — | $29.1M | 4.6% | |
| Fidelity Freedom Index 2050 Y N/R | — | — | — | $28.9M | 4.5% | |
| SPARTAN EXTENDED MARKET INDEX POOL GEODE CAPITAL MANAGEMENT TRUST COMPANY LLC · EIN 82-6293122 / PN 010 | Common Collective Trust | — | — | $23.5M | 3.7% | |
| Geode Capital Management Spartan Extended Market Index Class E N/R | — | — | — | $22.9M | 3.6% | |
| Fidelity FIMM Government N/R | — | — | — | $22.7M | 3.6% | |
| Fidelity FIMM Government N/R | — | — | — | $22.2M | 3.5% | |
| Collective Trust Fund * Fidelity Diversified International Pooled Fund N/R | — | — | — | $19.4M | 3.0% | |
| FIDELITY DIVERSIFIED INTERNATIONAL FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 134 | Common Collective Trust | — | — | $17.6M | 2.8% | |
| FIDELITY FREEDOM INDEX 2055 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 112 | Common Collective Trust | — | — | $16.3M | 2.6% | |
| Fidelity Freedom Index 2055 Y N/R | — | — | — | $16.2M | 2.5% | |
| Participant Loans Notes with interest ranging from 3.25%-8.50% $0 | — | — | — | $13.7M | 2.1% | |
| Participant Loans Notes with interest ranging from 3.25%-8.50% $0 | — | — | — | $13.4M | 2.1% | |
| Fidelity Freedom Index 2020 Y N/R | — | — | — | $11.4M | 1.8% | |
| FIDELITY FREEDOM INDEX 2020 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 078 | Common Collective Trust | — | — | $10.8M | 1.7% | |
| Vanguard Total Bond Market N/R | — | — | — | $10.2M | 1.6% | |
| Vanguard Total Bond Market N/R | — | — | — | $10.0M | 1.6% | |
| Fidelity Brokerage Link Brokerage Link N/R | — | — | — | $8.6M | 1.3% | |
| Fidelity Brokerage Link Brokerage Link N/R | — | — | — | $7.0M | 1.1% | |
| FIDELITY FREEDOM INDEX 2060 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 146 | Common Collective Trust | — | — | $6.0M | 0.9% | |
| Fidelity Freedom Index 2060 Y N/R | — | — | — | $5.7M | 0.9% | |
| Vanguard Total International Stock N/R | Mutual Funds | — | — | $5.2M | 0.8% | |
| Vanguard Total International Stock N/R | Mutual Funds | — | — | $4.8M | 0.8% | |
| Target Date Collective Trusts * Fidelity Freedom Index Income Y N/R | — | — | — | $1.9M | 0.3% | |
| FIDELITY FREEDOM INDEX 2065 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 169 | Common Collective Trust | — | — | $1.6M | 0.2% | |
| Fidelity Freedom Index 2010 Y N/R | — | — | — | $1.4M | 0.2% | |
| FIDELITY FREEDOM INDEX 2015 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 077 | Common Collective Trust | — | — | $1.3M | 0.2% | |
| Fidelity Freedom Index 2065 Y N/R | — | — | — | $1.3M | 0.2% | |
| FIDELITY FREEDOM INDEX INCOME COMMI FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 074 | Common Collective Trust | — | — | $1.2M | 0.2% | |
| FIDELITY FREEDOM INDEX 2010 COMMING FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY · EIN 20-4659714 / PN 076 | Common Collective Trust | — | — | $1.2M | 0.2% |