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Original filing (PDF)20250903164305NAL0026241792001
BOOT BARN, INC.
Form 5500
FILING_RECEIVED
BOOT BARN 401(K) PLAN
401(k) retirement plan
Active participants
13,011
Accounts w/ balance
1,388
Plan assets (EOY)
$46.2M
Net assets (EOY)
$46.2M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
65
Knocking points off
- Only 11% 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 BOOT BARN, INC..
Plan sponsor
Name
BOOT BARN, INC.
EIN
26-1081729
Address
17100 LAGUNA CANYON RD · IRVINE, CA · 92618
Phone
(949) 453-4400
Industry
Retail Tradesee 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
2025-09-03
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)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WITHUMSMITHBROWNPC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $93K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
Investments
36 direct securities · 1 pooled fund· $43.7M(94% 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
$42.7M
36 holdings
Common Collective Trust
$973K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity | — | — | — | $4.8M | 10.3% | |
| Fidelity | — | — | — | $4.7M | 10.1% | |
| Fidelity | — | — | — | $4.6M | 9.9% | |
| Fidelity | — | — | — | $3.7M | 7.9% | |
| Fidelity | — | — | — | $3.6M | 7.7% | |
| Fidelity | — | — | — | $3.3M | 7.2% | |
| Fidelity | — | — | — | $2.4M | 5.2% | |
| Fidelity | — | — | — | $2.4M | 5.2% | |
| Fidelity | — | — | — | $2.1M | 4.5% | |
| Fidelity | — | — | — | $1.7M | 3.6% | |
| Self-directed brokerage accounts | — | — | — | $1.3M | 2.8% | |
| American Fund | — | — | — | $1.3M | 2.7% | |
| Fidelity | — | — | — | $1.1M | 2.3% | |
| Participant loans | — | — | — | $1.0M | 2.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $973K | 2.1% | |
| Fidelity | — | — | — | $885K | 1.9% | |
| Pioneer | — | — | — | $806K | 1.7% | |
| Fidelity | — | — | — | $437K | 0.9% | |
| Self-directed Accounts | — | — | — | $421K | 0.9% | |
| Victory | — | — | — | $381K | 0.8% | |
| PIMCO | — | — | — | $366K | 0.8% | |
| PIMCO | — | — | — | $233K | 0.5% | |
| American Fund | — | — | — | $188K | 0.4% | |
| Fidelity | — | — | — | $180K | 0.4% | |
| Janus | — | — | — | $172K | 0.4% | |
| Fidelity | — | — | — | $150K | 0.3% | |
| Self-directed brokerage accounts | — | — | — | $110K | 0.2% | |
| Fidelity | — | — | — | $109K | 0.2% | |
| Fidelity | — | — | — | $104K | 0.2% | |
| T. Rowe Price | — | — | — | $95K | 0.2% | |
| Fidelity | — | — | — | $89K | 0.2% | |
| American Fund | — | — | — | $85K | 0.2% | |
| Principal | — | — | — | $54K | 0.1% | |
| Fidelity | — | — | — | $45K | <0.1% | |
| Cohen & Steers | — | — | — | $39K | <0.1% | |
| Fidelity | — | — | — | $12K | <0.1% | |
| Fidelity | — | — | — | $245 | <0.1% |