How big is Authentic Brands, LLC's plan?

Authentic Brands, LLC's plan reported $13.5M in assets and 392 participants for 2024.

Original filing (PDF)20250929161326NAL0011533201001

Authentic Brands, LLC

Name: Authentic Brands, LLC — Authentic Brands, LLC 401(k), Form 5500 (2024)
Creator: Authentic Brands, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Authentic Brands, LLC 401(k) Plan

401(k) retirement plan · Authentic Brands, LLC's Authentic Brands, LLC 401(k) Plan held $13.5M in plan assets for 392 participants in 2024, with Principal as recordkeeper.

Signals · 1

Late participant contributions

Active participants

392

Accounts w/ balance

280

Plan assets (EOY)

$13.5M

Net assets (EOY)

$13.5M

People on this filing

Rebetha Carter signed Authentic Brands, LLC's 2024 Form 5500 as plan administrator.

Rebetha Carter — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Authentic Brands, LLC's EIN is 83-1499112.

EIN 83-1499112

Plan number 001

Plan year 2024

ACK ID 20250929161326NAL0011533201001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Authentic Brands, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Authentic Brands, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUTHENTIC BRANDS, LLC.

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How this plan invests

This plan

2 pooled trusts

Schedule D

24 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 4K (0% of contributions).
Total administrative cost in the bottom quartile of peers (14th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Plan sponsor

Name

AUTHENTIC BRANDS, LLC

EIN

all filings

Address

1144 S 500 W · SALT LAKE CITY, UT · 84101

Phone

(360) 798-3814

Industry

Manufacturing

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

2025-09-29

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

PENSION ASSURANCE LLP

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$58K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
HIGHLAND CAPITAL ADVISORS, LLC	20-4284376	—	INVESTMENT ADVISORY	$24K	—

Investments

24 direct securities · 2 pooled funds· $13.5M(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.

Other securities

$9.8M

11 holdings

Common Collective Trusts

$2.3M

5 holdings

Mutual Funds

$1.1M

7 holdings

Bonds / Notes

$221K

1 holding

Common Collective Trust

$103K

2 holdings

					% of plan
State Street Global Advisors SGgA Target Ret 2050 K Fund	Other securities	—	—	$2.9M	21.8%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.6M	12.1%
State Street Global Advisors SGgA Target Ret 2055 K Fund	Other securities	—	—	$1.6M	11.6%
State Street Global Advisors SGgA Target Ret 2040 K Fund	Other securities	—	—	$1.5M	10.9%
State Street Global Advisors SGgA Target Ret 2045 K Fund	Other securities	—	—	$1.3M	9.3%
State Street Global Advisors SGgA Target Ret 2060 K Fund	Other securities	—	—	$1.2M	8.6%
State Street Global Advisors SGgA Target Ret 2035 K Fund	Other securities	—	—	$888K	6.6%
Putnam Investments Putnam Large Cap Growth Fund Class Y	Mutual Funds	—	—	$547K	4.1%
Fidelity Investments Fidelity Mid Cp Index Fund	Common Collective Trusts	—	—	$352K	2.6%
State Street Global Advisors SGgA Target Ret 2030 K Fund	Other securities	—	—	$251K	1.9%
Dodge & Cox Dodge & Cox Stock X Fund	Mutual Funds	—	—	$236K	1.7%
Participant Loans to participants with interest rates of 9.0% to 10.5%	Bonds / Notes	—	—	$221K	1.6%
Fidelity Investments Fidelity Small Cap Index Fund	Common Collective Trusts	—	—	$158K	1.2%
Fidelity Investments Fidelity International Idx Fd	Common Collective Trusts	—	—	$152K	1.1%
State Street Global Advisors SGgA Target Ret 2065 K Fund	Other securities	—	—	$122K	0.9%
Vanguard International Growth Fund - Admiral Shares	Mutual Funds	—	—	$110K	0.8%
T. ROWE PRICE STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001	Common Collective Trust	—	—	$85K	0.6%
Vanguard International Value Inv Fund	Mutual Funds	—	—	$76K	0.6%
State Street Global Advisors SGgA Target Ret 2025 K Fund	Other securities	—	—	$54K	0.4%
Fidelity Investments Fidelity US Bond Index Fund	Common Collective Trusts	—	—	$47K	0.3%
Dodge & Cox Dodge & Cox Income X Fund	Mutual Funds	—	—	$43K	0.3%
State Street Global Advisors SGgA Target Ret 2020 K Fund	Other securities	—	—	$38K	0.3%
State Street Global Advisors State Street Target Rt K Fund	Other securities	—	—	$27K	0.2%
Capital Research and Management Company American Funds NewWorld R6	Mutual Funds	—	—	$23K	0.2%
AmericanFunds American Funds Inflation Linked Bd R6 Fd	Mutual Funds	—	—	$19K	0.1%
COHEN & STEERS US REALTY RS FD SEI TRUST COMPANY · EIN 46-3411346 / PN 064	Common Collective Trust	—	—	$18K	0.1%