How big is Campari America's plan?

Campari America's plan reported $97.9M in assets and 580 participants for 2024.

Original filing (PDF)20251105131751NAL0014510128001

Campari America

Name: Campari America — Campari America 401(k) Retirement, Form 5500 (2024)
Creator: Campari America
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Campari America 401(k) Retirement Plan

401(k) retirement plan · Campari America's Campari America 401(k) Retirement Plan held $97.9M in plan assets for 580 participants in 2024, with Fidelity as recordkeeper.

Active participants

580

Accounts w/ balance

762

Plan assets (EOY)

$97.9M

Net assets (EOY)

$97.9M

People on this filing

Jesscia Buquicchio signed Campari America's 2024 Form 5500 as plan administrator.

Jesscia Buquicchio — 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

Campari America's EIN is 91-1940832.

EIN 91-1940832

Plan number 001

Plan year 2024

ACK ID 20251105131751NAL0014510128001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Campari America from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

27 securities

funds · stocks · CUSIPs

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

Plan health score

Top-tier plan health

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

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

CAMPARI AMERICA

EIN

all filings

Address

1114 AVENUE OF THE AMERICAS · FLOOR 19 · NEW YORK, NY · 10036

Phone

(917) 936-1651

Industry

Wholesale Trade

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

2025-11-05

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)

3F · Sponsor used leased employees

2E · Profit-sharing

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

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$52K	—

Investments

27 direct securities· $97.9M(100% of reported assets)

Mutual Funds

$70.3M

18 holdings

Common Collective Trusts

$19.7M

5 holdings

Other securities

$7.2M

3 holdings

Bonds / Notes

$679K

1 holding

					% of plan
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$13.6M	13.9%
American Funds 2045 Target Date R6 Mutual fund	Mutual Funds	—	—	$11.4M	11.6%
American Funds 2040 Target Date R6 Mutual fund	Mutual Funds	—	—	$9.8M	10.0%
American Funds 2035 Target Date R6 Mutual fund	Mutual Funds	—	—	$7.6M	7.8%
Fidelity Contrafund® K6 Mutual fund	Mutual Funds	—	—	$7.5M	7.6%
American Funds 2050 Target Date R6 Mutual fund	Mutual Funds	—	—	$7.3M	7.5%
American Funds 2055 Target Date R6 Mutual fund	Mutual Funds	—	—	$5.9M	6.0%
Dodge & Cox Stock Fund Mutual fund	Mutual Funds	—	—	$4.3M	4.4%
PIF MIDCAP FUND R6 Mutual fund	Other securities	—	—	$4.0M	4.1%
American Funds 2030 Target Date R6 Mutual fund	Mutual Funds	—	—	$3.3M	3.4%
American Funds Balanced Fund® Class R-6 Mutual fund	Mutual Funds	—	—	$2.8M	2.9%
Fidelity Mid Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$2.5M	2.6%
American Funds 2060 Target Date R6 Mutual fund	Mutual Funds	—	—	$2.4M	2.5%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$2.0M	2.0%
Fidelity® Government Money Market Fund - Class K6 Money market fund	Mutual Funds	—	—	$1.9M	1.9%
American Funds 2025 Target Date R6 Mutual fund	Mutual Funds	—	—	$1.8M	1.8%
Victory Sycamore Established Value R6 Mutual fund	Other securities	—	—	$1.8M	1.8%
Voya Intermediate Bond Fund Class R6 Mutual fund	Other securities	—	—	$1.4M	1.5%
Vanguard Small Cap Value Index Admiral Mutual fund	Mutual Funds	—	—	$1.3M	1.3%
Fidelity Balanced Fund Class K Mutual fund	Mutual Funds	—	—	$1.2M	1.3%
Vanguard Small Cap Value Index Admiral Mutual fund	Mutual Funds	—	—	$1.2M	1.2%
Fidelity Small Cap Index Fund Mutual fund	Common Collective Trusts	—	—	$858K	0.9%
Participant loans 4.25% to 9.50%, various maturities	Bonds / Notes	—	—	$679K	0.7%
Fidelity U.S. Bond Index Fund Mutual fund	Common Collective Trusts	—	—	$675K	0.7%
American Funds 2020 Target Date R6 Mutual fund	Mutual Funds	—	—	$470K	0.5%
American Funds 2015 Target Date R6 Mutual fund	Mutual Funds	—	—	$70K	<0.1%
American Funds 2010 Target Date R6 Mutual fund	Mutual Funds	—	—	$54K	<0.1%