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Original filing (PDF)20251010093124NAL0004464755001
BRODER BROS., CO.
Form 5500
FILING_RECEIVED
BRODER BROS., CO. EMPLOYEES' 401(K) TRUST
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,594
Accounts w/ balance
3,035
Plan assets (EOY)
$80.1M
Net assets (EOY)
$80.1M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRODER BROS., CO..
Plan sponsor
Name
BRODER BROS., CO.
EIN
38-1911112
Address
6 NESHAMINY INTERPLEX DR · 6TH FLOOR · TREVOSE, PA · 19053
Phone
(215) 291-6140
Industry
Wholesale 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
2025-10-10
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
COHN REZNICK
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $93K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $28K | — |
| LINCOLN FINANCIAL ADVISORS CORPORA | 35-1151034 | — | INVESTMENT ADVISOR | $21K | — |
| LPL HOLDINGS, INC. | 95-2834236 | — | INVESTMENT ADVISOR | $11K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
30 direct securities · 1 pooled fund· $84.0M(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
$77.6M
30 holdings
Common Collective Trust
$6.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Class Registered investment company | — | — | — | $12.5M | 15.7% | |
| Fidelity Freedom 2050 Fund Registered investment company | — | — | — | $8.4M | 10.5% | |
| Galliard Stable Common collective trust | — | — | — | $6.4M | 8.0% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $6.4M | 8.0% | |
| Fidelity Freedom 2035 Fund Registered investment company | — | — | — | $6.3M | 7.8% | |
| MainStay Large Cap Growth R2 Registered investment company | — | — | — | $5.9M | 7.4% | |
| Fidelity Freedom 2040 Fund Registered investment company | — | — | — | $5.8M | 7.2% | |
| Fidelity Freedom 2045 Fund Registered investment company | — | — | — | $4.8M | 6.0% | |
| Fidelity Freedom 2030 Fund Registered investment company | — | — | — | $3.6M | 4.5% | |
| Fidelity Freedom 2025 Fund Registered investment company | — | — | — | $3.0M | 3.8% | |
| Hartford International Opport Fund Registered investment company | — | — | — | $2.5M | 3.1% | |
| PIMCO Total Return Admin Fund Registered investment company | — | — | — | $1.9M | 2.4% | |
| T. Rowe Price Equity Income Adv Registered investment company | — | — | — | $1.9M | 2.3% | |
| Fidelity International Index Fund Registered investment company | — | — | — | $1.8M | 2.3% | |
| Columbia Mid Cap Growth I Registered investment company | — | — | — | $1.7M | 2.1% | |
| Fidelity Small Cap Discovery Fund Registered investment company | — | — | — | $1.5M | 1.9% | |
| Virtus Mid Cap Value Registered investment company | — | — | — | $1.5M | 1.8% | |
| Fidelity Extended Market Index Fund Registered investment company | — | — | — | $1.4M | 1.8% | |
| Loomis Sayles Small Cap Growth Fund Registered investment company | — | — | — | $1.3M | 1.7% | |
| Fidelity Government Income Fund Registered investment company | — | — | — | $814K | 1.0% | |
| Fidelity Freedom 2055 Fund Registered investment company | — | — | — | $766K | 1.0% | |
| Fidelity Freedom 2060 Fund Registered investment company | — | — | — | $740K | 0.9% | |
| Fidelity Freedom 2065 Fund Registered investment company | — | — | — | $618K | 0.8% | |
| MFS Massachusetts Investors Trust Registered investment company | — | — | — | $582K | 0.7% | |
| Fidelity U.S. Bond Index Fund Class Registered investment company | — | — | — | $532K | 0.7% | |
| JPMorgan Income R6 Registered investment company | — | — | — | $502K | 0.6% | |
| Oakmark Equity & Income I Fund Registered investment company | — | — | — | $448K | 0.6% | |
| Fidelity Freedom 2015 Fund Registered investment company | — | — | — | $152K | 0.2% | |
| Northern Small Cap Value Fund Registered investment company | — | — | — | $132K | 0.2% | |
| Fidelity Freedom Income Fund Registered investment company | — | — | — | $34K | <0.1% | |
| Fidelity Freedom 2070 Fund Registered investment company | — | — | — | $18K | <0.1% |
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