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Original filing (PDF)20251015220522NAL0011672994001
ST. JOHN KNITS
Form 5500
FILING_RECEIVED
ST. JOHN KNITS INTERNATIONAL, INCORPORATED 401(K) PLAN
401(k) retirement plan
Active participants
261
Accounts w/ balance
550
Plan assets (EOY)
$28.3M
Net assets (EOY)
$28.3M
How this plan invests
This plan
13 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
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
75
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- Below-peer total fees (5 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ST. JOHN KNITS.
Plan sponsor
Name
ST. JOHN KNITS
EIN
52-2303510
Address
5515 E LA PALMA AVE SUITE 100 · ANAHEIM, CA · 92807
Phone
(949) 351-9362
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
2025-10-15
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
JGD ASSOCIATES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JP MORGAN INVEST HOLDINGS INC. | 13-2624428 | — | RECORDKEEPER | $2K | — |
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $1K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GALLAGHER BENEFIT SERVICES | — | CLEVELAND, OH | OTHER | $12K | — |
Investments
13 pooled funds· $14.5M(51% 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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| T ROWE PRICE RETIREMENT BLEND 2030 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7192509 / PN 001 | Common Collective Trust | $3.2M | 11.2% |
| T ROWE PRICE RETIREMENT BLEND 2040 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-6596089 / PN 001 | Common Collective Trust | $2.5M | 8.9% |
| JPMCB STABLE ASSET INCOME F15 JP MORGAN FUNDS · EIN 20-1978950 / PN 001 | Common Collective Trust | $1.8M | 6.5% |
| T ROWE PRICE RETIREMENT BLEND 2020 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 32-6493445 / PN 001 | Common Collective Trust | $1.7M | 6.2% |
| T ROWE PRICE RETIREMENT BLEND 2050 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7192720 / PN 001 | Common Collective Trust | $1.7M | 5.9% |
| LARGE CAP VALUE FUND CLASS R1 GREAT GRAY TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | $1.5M | 5.3% |
| T ROWE PRICE RETIREMENT BLEND 2035 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658473 / PN 001 | Common Collective Trust | $701K | 2.5% |
| T ROWE PRICE RETIREMENT BLEND 2025 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658226 / PN 001 | Common Collective Trust | $564K | 2.0% |
| T ROWE PRICE RETIREMENT BLEND 2045 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-2611309 / PN 001 | Common Collective Trust | $558K | 2.0% |
| T ROWE PRICE RETIREMENT BLEND 2055 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 30-1011718 / PN 001 | Common Collective Trust | $199K | 0.7% |
| T ROWE PRICE RETIREMENT BLEND 2060 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 35-7193113 / PN 001 | Common Collective Trust | $64K | 0.2% |
| T ROWE PRICE RETIREMENT BLEND 2065 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 85-1790880 / PN 001 | Common Collective Trust | $2K | <0.1% |
| T ROWE PRICE RETIREMENT BLEND 2015 T. ROWE PRICE COLLECTIVE TRUSTS · EIN 37-6658059 / PN 001 | Common Collective Trust | $1K | <0.1% |
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