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Original filing (PDF)20251001161406NAL0012826625001
DR. MARTENS
Form 5500
FILING_RECEIVED
DR. MARTENS 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
1,029
Accounts w/ balance
1,028
Plan assets (EOY)
$23.7M
Net assets (EOY)
$23.7M
How this plan invests
This plan
2 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)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for DR. MARTENS.
Plan sponsor
Name
DR. MARTENS
EIN
93-1227085
Address
10 NORTHWEST 10TH AVE · PORTLAND, OR · 97209
Phone
(503) 222-6300
Industry
Wholesale 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
2025-10-01
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)
Audit & trust (Schedule H)
Auditor
WORTHY & COMPANY, LLC
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 | $16K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $44K | — |
Investments
29 direct securities · 2 pooled funds· $23.7M(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
$23.3M
29 holdings
Common Collective Trust
$444K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Advisor Freedom Blend 2050 Fund | — | — | — | $3.6M | 15.3% | |
| Fidelity Investments Fidelity Advisor Freedom Blend 2055 Fund | — | — | — | $2.7M | 11.5% | |
| Fidelity Investments Fidelity Advisor Freedom Blend 2040 Fund | — | — | — | $2.0M | 8.5% | |
| Fidelity Investments Fidelity Advisor Freedom Blend 2045 Fund | — | — | — | $1.9M | 8.0% | |
| Fidelity Investments Fidelity Advisor Freedom Blend 2060 Fund | — | — | — | $1.8M | 7.5% | |
| J.P. Morgan Investment Management JPMorgan Large Cap Growth Fund | — | — | — | $1.6M | 6.7% | |
| Fidelity Investments Fidelity Advisor Freedom Blend 2065 Fund | — | — | — | $1.6M | 6.7% | |
| Fidelity Investments Fidelity Advisor Freedom Blend 2035 Fund | — | — | — | $1.6M | 6.5% | |
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $1.5M | 6.2% | |
| Fidelity Investments Fidelity Advisor Freedom Blend 2030 Fund | — | — | — | $630K | 2.7% | |
| Putnam Large Cap Value Fund | — | — | — | $545K | 2.3% | |
| Fidelity Investments Fidelity Advisor Freedom Blend 2025 Fund | — | — | — | $526K | 2.2% | |
| J.P. Morgan Investment Management JPMorgan Mid Cap Growth Fund | — | — | — | $352K | 1.5% | |
| Hartford Strategic Income Fund | — | — | — | $352K | 1.5% | |
| Money Market Accounts * Fidelity Investments Fidelity Government Money Market Fund | — | — | — | $323K | 1.4% | |
| Principal Financial Group Principal SmallCap S&P 600 Index Fund | — | — | — | $315K | 1.3% | |
| Registered Investment Companies American Funds American Funds EuroPacific Growth Fund | — | — | — | $298K | 1.3% | |
| MFS Mid Cap Value Fund | — | — | — | $290K | 1.2% | |
| J.P. Morgan Investment Management JP Morgan Core Plus Bond Select Fund | — | — | — | $266K | 1.1% | |
| C&S US REALTY RS SEI TRUST COMPANY · EIN 46-3411346 / PN 064 | Common Collective Trust | — | — | $266K | 1.1% | |
| Notes Receivable from Participants * Participant loans Interest from 5.50% to 10.50%, maturing through 2030 | — | — | — | $250K | 1.1% | |
| Fidelity Investments Fidelity Mid Cap Index Fund | — | — | — | $238K | 1.0% | |
| Calvert Research and Management Calvert US Large Cap Core Responsible Index Fund | — | — | — | $222K | 0.9% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $178K | 0.8% | |
| Fidelity Investments Fidelity Advisor Small Cap Growth Fund | — | — | — | $152K | 0.6% | |
| Allspring Funds Management LLC Allspring Special Small Cap Value Fund | — | — | — | $112K | 0.5% | |
| Calvert Research and Management Calvert International Responsible Index Fund | — | — | — | $80K | 0.3% | |
| Fidelity Investments Fidelity Advisor Focused Emerging Markets Fund | — | — | — | $63K | 0.3% | |
| Fidelity Investments Fidelity Advisor Freedom Blend Income Fund | — | — | — | $19K | <0.1% | |
| Fidelity Investments Fidelity Advisor Freedom Blend 2070 Fund | — | — | — | $15K | <0.1% | |
| Calvert Research and Management Calvert Small Cap Index Fund | — | — | — | $14K | <0.1% |
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