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Original filing (PDF)20251010095301NAL0012261680001
KIRKLAND'S INC
Form 5500
FILING_RECEIVED
KIRKLAND'S, INC. RETIREMENT PLAN
401(k) retirement plan
Active participants
4,791
Accounts w/ balance
737
Plan assets (EOY)
$35.2M
Net assets (EOY)
$35.2M
How this plan invests
This plan
2 pooled trusts
Schedule D
34 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 15% 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 KIRKLAND'S INC.
Plan sponsor
Name
KIRKLAND'S INC
EIN
62-1287151
Address
5310 MARYLAND WAY · BRENTWOOD, TN · 37027
Phone
(615) 872-4800
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
2025-10-10
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LBMC, PC
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 | $28K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $38K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $21K | — |
Investments
32 direct securities · 2 pooled funds· $35.2M(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
$34.2M
32 holdings
Common Collective Trust
$1.1M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Freedom 2035 K6 | — | — | — | $6.8M | 19.2% | |
| Fidelity Management Trust Company Freedom 2030 K6 | — | — | — | $4.5M | 12.9% | |
| Fidelity Management Trust Company Freedom 2045 K6 | — | — | — | $4.1M | 11.7% | |
| Fidelity Management Trust Company Freedom 2040 K6 | — | — | — | $2.5M | 7.1% | |
| Fidelity Management Trust Company 500 Index Fund | — | — | — | $2.5M | 7.1% | |
| Fidelity Management Trust Company Freedom 2050 K6 | — | — | — | $2.3M | 6.6% | |
| Fidelity Management Trust Company Govt MMKT ** 259 * Fidelity Management Trust Company Contrafund K6 | — | — | — | $1.9M | 5.3% | |
| Fidelity Management Trust Company Freedom 2025 K6 | — | — | — | $1.7M | 4.8% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $988K | 2.8% | |
| Fidelity Management Trust Company Freedom 2055 K6 | — | — | — | $982K | 2.8% | |
| PIMCO Total Return A | — | — | — | $957K | 2.7% | |
| T. Rowe Price Value 1 | — | — | — | $629K | 1.8% | |
| Fidelity Management Trust Company Freedom 2060 K6 | — | — | — | $584K | 1.7% | |
| Fidelity Management Trust Company Freedom 2010 K6 | — | — | — | $516K | 1.5% | |
| Hartford International Opportunities R5 | — | — | — | $485K | 1.4% | |
| various maturities extending through - | — | — | — | $472K | 1.3% | |
| Vanguard Developed Markets Index Fund Admiral | — | — | — | $424K | 1.2% | |
| John Hancock Balanced T | — | — | — | $398K | 1.1% | |
| Fidelity Management Trust Company Freedom 2020 K6 | — | — | — | $396K | 1.1% | |
| Goldman Sachs Emerging Markets Equity Insights Fund | — | — | — | $393K | 1.1% | |
| Fidelity Management Trust Company Extended Market Index Fund | — | — | — | $348K | 1.0% | |
| Conestoga Sm Cap Inv | — | — | — | $259K | 0.7% | |
| John Hancock Enterprise T | — | — | — | $151K | 0.4% | |
| Fidelity Management Trust Company Freedom 2015 K6 | — | — | — | $135K | 0.4% | |
| Fidelity Management Trust Company Govt Income | — | — | — | $127K | 0.4% | |
| Cohen & Steers Cohen & Steers Rlty | — | — | — | $126K | 0.4% | |
| John Hancock Disciplined Value Mid Cap Class R6 | — | — | — | $122K | 0.3% | |
| Fidelity Management Trust Company Worldwide | — | — | — | $120K | 0.3% | |
| Fidelity Management Trust Company Strategic Income | — | — | — | $91K | 0.3% | |
| BR US DEBT INDEX R GREAT GRAY TRUST COMPANY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | — | $75K | 0.2% | |
| Fidelity Management Trust Company Freedom 2065 K6 | — | — | — | $74K | 0.2% | |
| American Century Small Cap Value R6 | — | — | — | $54K | 0.2% | |
| Fidelity Management Trust Company Small Market Cap Index | — | — | — | $32K | <0.1% | |
| Fidelity Management Trust Company Freedom Income K6 | — | — | — | $21K | <0.1% |
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