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Original filing (PDF)20250819115333NAL0002267921001
STARBUCKS CORPORATION
Form 5500
FILING_RECEIVED
STARBUCKS CORPORATION 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
220,791
Accounts w/ balance
163,838
Plan assets (EOY)
$4.9B
Net assets (EOY)
$4.9B
How this plan invests
This plan
22 pooled trusts
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STARBUCKS CORPORATION.
Plan sponsor
Name
STARBUCKS CORPORATION
EIN
91-1325671
Address
2401 UTAH AVENUE SO. · SEATTLE, WA · 98134
Phone
(206) 318-4288
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
2025-08-19
Pension benefit codes
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)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON
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 | $2.7M | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $963K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
14 direct securities · 22 pooled funds· $6.2B(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.
Common Collective Trust
$4.6B
22 holdings
Uncategorized
$986.8M
12 holdings
Common Collective Trusts
$544.8M
1 holding
Mutual Funds
$85.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional 500 Index Trust | Common Collective Trusts | — | — | $544.8M | 11.1% | |
| VANG INST 500 IDX TR VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $544.8M | 11.1% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $431.5M | 8.8% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $411.8M | 8.4% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $407.2M | 8.3% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $395.4M | 8.1% | |
| Winslow Large Cap Growth Fund Class M | — | — | — | $373.9M | 7.6% | |
| WINSLOW MS LGCP GRTH SEI TRUST COMPANY · EIN 27-3442979 / PN 010 | Common Collective Trust | — | — | $373.9M | 7.6% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $316.0M | 6.5% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $300.8M | 6.2% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $265.6M | 5.4% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $180.7M | 3.7% | |
| MFS INTL EQUITY 3A MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 013 | Common Collective Trust | — | — | $148.0M | 3.0% | |
| Boston Partners Boston Partners Large Cap Value Equity Fund Class D | — | — | — | $139.7M | 2.9% | |
| BP LG CAP VAL EQ CIT BOSTON PARTNERS TRUST COMPANY · EIN 61-1603964 / PN 001 | Common Collective Trust | — | — | $139.7M | 2.9% | |
| WM BLAIR SMMIDCP GR GLOBAL TRUST COMPANY · EIN 27-6331814 / PN 007 | Common Collective Trust | — | — | $112.8M | 2.3% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $110.6M | 2.3% | |
| Notes receivable from participants Loans to Participants, interest rates ranging from 4.25% to 9.50% with maturity dates ranging from 2024 to 2039 | — | — | — | $95.1M | 1.9% | |
| Wells Fargo Galliard Stable Return Fund Class E | — | — | — | $90.2M | 1.8% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $90.2M | 1.8% | |
| Dodge and Cox Dodge and Cox Income Fund Class X | Mutual Funds | — | — | $85.2M | 1.7% | |
| Legal & General Future World Developed Climate Change CIT Class A | — | — | — | $73.5M | 1.5% | |
| RT L&G FUT WLD DEV A RELIANCE TRUST COMPANY · EIN 35-7085469 / PN 032 | Common Collective Trust | — | — | $73.5M | 1.5% | |
| Vanguard Small Cap Index Fund Institutional Shares | — | — | — | $67.7M | 1.4% | |
| Vanguard Institutional Total International Stock Market Index Trust | — | — | — | $64.5M | 1.3% | |
| VANG TOT INT STK IDX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $64.5M | 1.3% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio Institutional Class | — | — | — | $56.4M | 1.2% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $45.2M | 0.9% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $44.1M | 0.9% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $40.1M | 0.8% | |
| NVN CORE IMPACT BOND SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $33.1M | 0.7% | |
| VANG TOTAL BOND MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $24.4M | 0.5% | |
| PIMCO Real Return Fund Institutional | — | — | — | $16.8M | 0.3% | |
| Hartford Global Impact Fund Class R6 | — | — | — | $4.7M | <0.1% | |
| Represents a party-in-interest. Amount is net of defaulted loans totaling $3,731,929 as of December 31, 2024. | — | — | — | $3.7M | <0.1% | |
| Vanguard Treasury Money Market | — | — | — | $645K | <0.1% |