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Original filing (PDF)20250821132237NAL0004195297001
KONTOOR BRANDS, INC.
Form 5500
FILING_RECEIVED
KONTOOR BRANDS 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
2,705
Accounts w/ balance
2,941
Plan assets (EOY)
$290.7M
Net assets (EOY)
$290.7M
How this plan invests
This plan
14 pooled trusts
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 KONTOOR BRANDS, INC..
Plan sponsor
Name
KONTOOR BRANDS, INC.
EIN
83-2680248
Address
400 N. ELM STREET · GREENSBORO, NC · 27401
Phone
(336) 332-3400
Industry
Manufacturingsee all
Plan administrator
Name
KONTOOR BRANDS, INC. RETIREMENT PLANS COMMITTEE
EIN
83-2680248
City
GREENSBORO, NC
Phone
(336) 332-3400
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-21
Pension benefit codes
2O · ESOP (non-leveraged)
2S · Automatic enrollment
2T · Default investment account (QDIA)
2K · 401(m) arrangement
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
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 | $172K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $89K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 14 pooled funds· $436.7M(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
$285.3M
31 holdings
Common Collective Trust
$135.1M
13 holdings
Pooled Separate Account
$16.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity National Financial Services Fidelity 500 Index Fund | — | — | — | $50.8M | 17.5% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2035 Commingled Pool Class Q | — | — | — | $26.3M | 9.0% | |
| FID FRDM BLND 2035 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $26.3M | 9.0% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2030 Commingled Pool Class Q | — | — | — | $26.2M | 9.0% | |
| FID FRDM BLND 2030 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $26.2M | 9.0% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2040 Commingled Pool Class Q | — | — | — | $24.9M | 8.6% | |
| FID FRDM BLND 2040 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $24.9M | 8.6% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2045 Commingled Pool Class Q | — | — | — | $17.4M | 6.0% | |
| FID FRDM BLND 2045 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $17.4M | 6.0% | |
| New York Life Insurance Company New York Life Anchor Account | — | — | — | $16.3M | 5.6% | |
| STABLE VALUE ACCOUNT NEW YORK LIFE INSURANCE COMPANY · EIN 13-5582869 / PN 125 | Pooled Separate Account | — | — | $16.3M | 5.6% | |
| Fidelity National Financial Services Self-directed brokerage account investments | — | — | — | $14.9M | 5.1% | |
| Fidelity National Financial Services Fidelity Extended Market Index Fund | — | — | — | $12.7M | 4.4% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2050 Commingled Pool Class Q | — | — | — | $12.3M | 4.2% | |
| FID FRDM BLND 2050 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $12.3M | 4.2% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2025 Commingled Pool Class Q | — | — | — | $11.6M | 4.0% | |
| FID FRDM BLND 2025 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $11.6M | 4.0% | |
| Fidelity National Financial Services Fidelity Blue Chip Growth K6 Fund | — | — | — | $9.5M | 3.3% | |
| Vanguard Equity Income Fund Admiral Shares | — | — | — | $8.8M | 3.0% | |
| Fidelity National Financial Services Fidelity Total International Index Fund | — | — | — | $8.6M | 3.0% | |
| PGIM Total Return Bond Fund – Class R6 | — | — | — | $7.8M | 2.7% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2055 Commingled Pool Class Q | — | — | — | $7.7M | 2.6% | |
| FID FRDM BLND 2055 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $7.7M | 2.6% | |
| Fidelity National Financial Services Fidelity Growth Company K6 Fund | — | — | — | $6.1M | 2.1% | |
| MFS International Diversification Fund Class R6 | — | — | — | $4.2M | 1.4% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2060 Commingled Pool Class Q | — | — | — | $3.8M | 1.3% | |
| FID FRDM BLND 2060 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $3.8M | 1.3% | |
| Fidelity National Financial Services Fidelity U.S. Bond Index Fund | — | — | — | $3.2M | 1.1% | |
| American Funds New World Fund Class R-6 | — | — | — | $3.0M | 1.0% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2020 Commingled Pool Class Q | — | — | — | $2.2M | 0.8% | |
| FID FRDM BLND 2020 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $2.2M | 0.8% | |
| Fidelity National Financial Services Fidelity Small Cap Growth K6 Fund | — | — | — | $1.7M | 0.6% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2065 Commingled Pool Class Q | — | — | — | $1.6M | 0.5% | |
| FID FRDM BLND 2065 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $1.6M | 0.5% | |
| Blackrock Mid-Cap Growth Equity Portfolio Class K | — | — | — | $837K | 0.3% | |
| American Century Mid Cap Value Fund R6 Class | — | — | — | $795K | 0.3% | |
| Fidelity National Financial Services Fidelity Freedom Blend Income Commingled Pool Class Q | — | — | — | $646K | 0.2% | |
| FID FRDM BLEND INC Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $646K | 0.2% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2015 Commingled Pool Class Q | — | — | — | $506K | 0.2% | |
| FID FRDM BLND 2015 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $506K | 0.2% | |
| Principal Real Estate Securities Fund Class R-6 | — | — | — | $402K | 0.1% | |
| Macquarie Small Cap Value Fund Class R6 | — | — | — | $336K | 0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $248K | <0.1% | |
| Fidelity National Financial Services Fidelity Freedom Blend 2010 Commingled Pool Class Q | — | — | — | $9K | <0.1% | |
| FID FRDM BLND 2010 Q FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $9K | <0.1% |