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Original filing (PDF)20251027155932NAL0009921872001
ADIDAS AMERICA, INC.
Form 5500
FILING_RECEIVED
ADIDAS 401(K) SAVINGS AND RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
6,427
Accounts w/ balance
9,915
Plan assets (EOY)
$956.2M
Net assets (EOY)
$956.2M
How this plan invests
This plan
17 pooled trusts
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADIDAS AMERICA, INC..
Plan sponsor
Name
ADIDAS AMERICA, INC.
EIN
93-1175150
Address
5055 N. GREELEY AVE. · PORTLAND, OR · 97217
Phone
(971) 234-2300
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-27
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KBF CPAS - AUDIT, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $395K | — |
| UBS FINANCIAL SERICES INC. | 13-2638166 | — | NONE | $99K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $632 | — |
Investments
18 direct securities · 17 pooled funds· $992.5M(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.
Common Collective Trust
$622.4M
17 holdings
Uncategorized
$370.0M
18 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T.ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $97.3M | 10.2% | |
| T.ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $95.1M | 9.9% | |
| T.ROWE PRICE RET 2050 ACTIVE TR T.ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $83.4M | 8.7% | |
| T.ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $83.2M | 8.7% | |
| T.ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $79.5M | 8.3% | |
| Fidelity 500 Index Fund | — | — | — | $79.3M | 8.3% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $63.8M | 6.7% | |
| T.ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $61.1M | 6.4% | |
| T.ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $28.4M | 3.0% | |
| T.ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $26.9M | 2.8% | |
| VANGUARD EXTENDED MKT IDX INST Registered Investment Company | — | — | — | $26.3M | 2.7% | |
| T. Rowe Price Small Cap Stock Fund | — | — | — | $25.7M | 2.7% | |
| T. Rowe Price Value I | — | — | — | $24.9M | 2.6% | |
| Vanguard FTSE Social Institutional Fund | — | — | — | $23.1M | 2.4% | |
| T. Rowe Price Stable Value Common Trust A | — | — | — | $21.8M | 2.3% | |
| T. ROWE PRICE STB VAL COMMON TR FD T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $21.8M | 2.3% | |
| Fidelity International Index | — | — | — | $21.2M | 2.2% | |
| PIMCO Total Return Fund | — | — | — | $16.8M | 1.8% | |
| METROPOLITAN WEST TTL RTN BD P Registered Investment Company | — | — | — | $15.1M | 1.6% | |
| T.ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $14.4M | 1.5% | |
| EuroPacific Growth R6 Fund | — | — | — | $11.1M | 1.2% | |
| Participants Participant loans (interest rate at 4.25%‐9.50% maturing through 2039) ‐ | — | — | — | $9.6M | 1.0% | |
| PARTICIPANT LOANS (4.25% - 9.50%) | — | — | — | $9.6M | 1.0% | |
| T.ROWE PRICE RET BALANCED ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7011316 / PN 001 | Common Collective Trust | — | — | $9.3M | 1.0% | |
| T. Rowe Price Emerging Markets Equity TR‐A | — | — | — | $8.1M | 0.8% | |
| GQG PARTNERS INT EQUITY C RELIANCE TRUST COMPANY · EIN 82-6253445 / PN 001 | Common Collective Trust | — | — | $8.1M | 0.8% | |
| T.ROWE PRICE RET 2065 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $7.1M | 0.7% | |
| Various Self‐Directed Brokerage Accounts | — | — | — | $6.7M | 0.7% | |
| T ROWE PRICE RET BAL ACTIVE B Common Collective Trust Fund | — | — | — | $3.9M | 0.4% | |
| T.ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $3.1M | 0.3% | |
| Fidelity US Bond Index | — | — | — | $2.2M | 0.2% | |
| T.ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $1.9M | 0.2% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.6M | 0.2% | |
| Vanguard Treasury Money Market Fund | — | — | — | $770K | <0.1% | |
| T ROWE PRICE EMKT EQ TR-A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $0 | <0.1% |