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Original filing (PDF)20251014163131NAL0001653219002
COTY INC.
Form 5500
FILING_RECEIVED
COTY RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,009
Accounts w/ balance
3,419
Plan assets (EOY)
$449.6M
Net assets (EOY)
$449.6M
How this plan invests
This plan
20 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
80
Vendor stack
80
Participation health
100
Knocking points off
- 15 bps in Schedule C fees — modestly above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COTY INC..
Plan sponsor
Name
COTY INC.
EIN
13-3823358
Address
350 FIFTH AVE. 19TH FLOOR · NEW YORK, NY · 10118
Phone
(212) 479-4330
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
SACCO CPA PLLC
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 | $655K | — |
| DYNAMIC WEALTH ADVISORS | 26-3945512 | — | NONE | $14K | — |
| CHARLES SCHWAB & CO, INC. | 94-1737782 | — | NONE | $1K | — |
Investments
19 direct securities· $449.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | — | — | — | $79.1M | 17.6% | |
| VANGUARD TOTAL BD MKT IDX INST Registered Investment Company | — | — | — | $54.9M | 12.2% | |
| SCHWAB INTERNATIONAL INDEX FD Registered Investment Company | — | — | — | $52.6M | 11.7% | |
| VANGUARD GROWTH INDEX INSTL Registered Investment Company | — | — | — | $45.0M | 10.0% | |
| VANGUARD ST CORP BD IDX ADM Registered Investment Company | — | — | — | $38.7M | 8.6% | |
| VANGUARD VALUE INDEX INSTL Registered Investment Company | — | — | — | $29.7M | 6.6% | |
| VANGUARD EMRG MKT STK IDX INST Registered Investment Company | — | — | — | $21.8M | 4.9% | |
| VANGUARD SM CAP VAL INDEX INST Registered Investment Company | — | — | — | $18.2M | 4.0% | |
| VANGUARD MID CAP INDEX ADMIRAL Registered Investment Company | — | — | — | $16.6M | 3.7% | |
| PCRA Self-Directed Brokerage Account | — | — | — | $14.7M | 3.3% | |
| VANGUARD SMCAP GRTH INDEX INST Registered Investment Company | — | — | — | $13.7M | 3.0% | |
| VANGUARD REAL ESTATE INX INSTL Registered Investment Company | — | — | — | $11.1M | 2.5% | |
| VGD INTERM TERM TRSY IDX ADM Registered Investment Company | — | — | — | $11.0M | 2.5% | |
| SCHWAB BANK SAVINGS (CASH INTEREST * BEARING) Money Market / Cash Equivalent | — | — | — | $10.6M | 2.4% | |
| SCHWAB SMALL-CAP INDEX FUND Registered Investment Company | — | — | — | $9.8M | 2.2% | |
| VANGUARD MDCP GRTH INDEX ADM Registered Investment Company | — | — | — | $9.5M | 2.1% | |
| VANGUARD MID CAP VALUE IDX ADM Registered Investment Company | — | — | — | $8.5M | 1.9% | |
| PARTICIPANT LOANS (4.25% - 9.50 %) -0- | — | — | — | $4.1M | 0.9% | |
| LIMITED PARTNERSHIP Limited Partnership | — | — | — | $9K | <0.1% |
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