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Original filing (PDF)20251014115619NAL0002822785001
BIRKENSTOCK USA, LP
Form 5500
FILING_RECEIVED
BIRKENSTOCK 401(K) PLAN
401(k) retirement plan
Active participants
343
Accounts w/ balance
431
Plan assets (EOY)
$29.7M
Net assets (EOY)
$29.7M
How this plan invests
This plan
1 pooled trust
Schedule D
35 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BIRKENSTOCK USA, LP.
Plan sponsor
Name
BIRKENSTOCK USA, LP
EIN
26-1300428
Address
100 WOOD HOLLOW DRIVE, · SUITE 100 · NOVATO, CA · 94945
Phone
(415) 884-3233
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BPM LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $52K | — |
Investments
34 direct securities · 1 pooled fund· $29.7M(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
$28.1M
34 holdings
Common Collective Trust
$1.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $2.4M | 8.2% | |
| Fidelity Freedom Blend 2050 Fund Class K6 Mutual Fund | — | — | — | $2.4M | 8.0% | |
| Fidelity Freedom Blend 2035 Fund Class K6 Mutual Fund | — | — | — | $2.3M | 7.8% | |
| Fidelity Freedom Blend 2030 Fund Class K6 Mutual Fund | — | — | — | $2.3M | 7.7% | |
| Fidelity Freedom Blend 2045 Fund Class K6 Mutual Fund | — | — | — | $2.2M | 7.5% | |
| FA STABLE VALUE III FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $1.7M | 5.6% | |
| Fidelity Freedom Blend 2025 Fund Class K6 Mutual Fund | — | — | — | $1.6M | 5.4% | |
| Fidelity Freedom Blend 2055 Fund Class K6 Mutual Fund | — | — | — | $1.6M | 5.4% | |
| Fidelity Advisor Growth Opportunities Fund - Class Z Mutual Fund | — | — | — | $1.5M | 5.2% | |
| BlackRock Equity Dividend Fund Institutional Shares Mutual Fund | — | — | — | $1.5M | 4.9% | |
| Fidelity Freedom Blend 2060 Fund Class K6 Mutual Fund | — | — | — | $1.3M | 4.3% | |
| Columbia Contrarian Core Fund Institutional Class Mutual Fund | — | — | — | $1.1M | 3.6% | |
| Fidelity Freedom Blend 2040 Fund Class K6 Mutual Fund | — | — | — | $937K | 3.2% | |
| iShares MSCI EAFE International Index Fund Class K Mutual Fund | — | — | — | $799K | 2.7% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund | — | — | — | $697K | 2.3% | |
| Fidelity Advisor Small Cap Value Fund - Class Z Mutual Fund | — | — | — | $593K | 2.0% | |
| BlackRock Mid-Cap Growth Equity Portfolio Investor A Shares Mutual Fund | — | — | — | $584K | 2.0% | |
| Fidelity Government Money Market Fund Class K6 Money Market Fund | — | — | — | $556K | 1.9% | |
| Fidelity Advisor Worldwide Fund - Class Z Mutual Fund | — | — | — | $539K | 1.8% | |
| ClearBridge International Growth Fund Class I Mutual Fund | — | — | — | $398K | 1.3% | |
| Fidelity Freedom Blend 2065 Fund Class K6 Mutual Fund | — | — | — | $360K | 1.2% | |
| American Century Small Cap Growth Fund R6 Class Mutual Fund | — | — | — | $357K | 1.2% | |
| Fidelity Advisor Strategic Income Fund - Class I Mutual Fund | — | — | — | $330K | 1.1% | |
| Notes receivable from participants 4.25% - 9.50%, various maturities | — | — | — | $327K | 1.1% | |
| Fidelity Mid Cap Index Fund Mutual Fund | — | — | — | $316K | 1.1% | |
| JPMorgan Core Bond Fund Class R6 Mutual Fund | — | — | — | $246K | 0.8% | |
| Fidelity Advisor Materials Fund - Class Z Mutual Fund | — | — | — | $204K | 0.7% | |
| Cohen & Steers Real Estate Securities Fund, Inc. Class Z Mutual Fund | — | — | — | $192K | 0.6% | |
| Janus Henderson Balanced Fund Class N Mutual Fund | — | — | — | $112K | 0.4% | |
| Fidelity Small Cap Index Fund Mutual Fund | — | — | — | $106K | 0.4% | |
| Fidelity Freedom Blend 2020 Fund Class K6 Mutual Fund | — | — | — | $71K | 0.2% | |
| Fidelity Freedom Blend Income Fund Class K6 Mutual Fund | — | — | — | $71K | 0.2% | |
| Gabelli US Treasury Money Market Fund Money Market Fund | — | — | — | $29K | <0.1% | |
| Fidelity Freedom Blend 2010 Fund Class K6 Mutual Fund | — | — | — | $12K | <0.1% | |
| Fidelity Freedom Blend 2070 Fund - Class K6 Mutual Fund | — | — | — | $6K | <0.1% |