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Original filing (PDF)20251014124113NAL0002784161001
EEG, INC.
Form 5500
FILING_RECEIVED
BEAUTY EDUCATORS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
942
Accounts w/ balance
1,154
Plan assets (EOY)
$24.4M
Net assets (EOY)
$24.4M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 69 bps in Schedule C fees — 139% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EEG, INC..
Plan sponsor
Name
EEG, INC.
EIN
20-8939053
Address
396 POTTSVILLE ST. CLAIR HWY, · P.O. BOX 2002 · POTTSVILLE, PA · 179013859
Phone
(570) 429-4321
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
3H · Sponsor in controlled / affiliated group
2S · Automatic enrollment
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RETAINED BY EMPLOYER | $116K | — |
| LPL FINANCIAL LLC | 95-2834236 | — | RETAINED BY EMPLOYER | $41K | — |
| NORTHSTAR FIDUCIARY PARTNERS | 30-0132728 | — | RETAINED BY EMPLOYER | $11K | — |
Investments
36 direct securities · 1 pooled fund· $24.4M(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
$19.8M
35 holdings
Mutual Funds
$4.2M
1 holding
Common Collective Trust
$363K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Target 2020 Fund R6 N/R | Mutual Funds | — | — | $4.2M | 17.0% | |
| American Funds American Target 2030 Fund R6 N/R | — | — | — | $3.1M | 12.7% | |
| American Funds American Target 2045 Fund R6 N/R | — | — | — | $3.1M | 12.6% | |
| American Funds American Target 2035 Fund R6 N/R | — | — | — | $2.7M | 11.2% | |
| American Funds American Target 2040 Fund R6 N/R | — | — | — | $2.7M | 11.1% | |
| American Funds American Target 2025 Fund R6 N/R | — | — | — | $2.2M | 8.9% | |
| American Funds American Target 2050 Fund R6 N/R | — | — | — | $2.0M | 8.0% | |
| American Funds American Target 2055 Fund R6 N/R | — | — | — | $767K | 3.2% | |
| American Funds American Target 2015 Fund R6 N/R | — | — | — | $724K | 3.0% | |
| Participant Loans Interest rates: 5.25% - 10.50% $0 | — | — | — | $714K | 2.9% | |
| METLIFE SV SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $363K | 1.5% | |
| Vanguard 500 Index Fund N/R | — | — | — | $312K | 1.3% | |
| Fidelity Large Cap Growth Index N/R | — | — | — | $265K | 1.1% | |
| Fund American Funds American Target 2060 Fund R6 N/R | — | — | — | $232K | 1.0% | |
| American Funds American New Perspective R6 N/R | — | — | — | $139K | 0.6% | |
| Vanguard Balanced Index N/R | — | — | — | $138K | 0.6% | |
| Federated Hermes Federated Inst High Yield Bond N/R | — | — | — | $111K | 0.5% | |
| American Funds American Target 2065 Fund R6 N/R | — | — | — | $108K | 0.4% | |
| PIMCO Income Fund Institutional N/R | — | — | — | $84K | 0.3% | |
| Vanguard Value Index Fund N/R | — | — | — | $81K | 0.3% | |
| Western Asset Management Western Asset Core Bond Fund N/R - Carillon Eagle Mid Cap Growth Fund R6 N/R | — | — | — | $63K | 0.3% | |
| Index Vanguard Mid Cap Index Admiral N/R | — | — | — | $63K | 0.3% | |
| American Funds American Cap Income Builder R6 N/R | — | — | — | $55K | 0.2% | |
| American Funds American Funds Inf Linked R6 N/R - Vanguard Explorer Fund Admiral N/R | — | — | — | $52K | 0.2% | |
| DFA Institutional Small Company N/R 103 Portfolio Cl I DFA Inflation-Protect Secs I N/R | — | — | — | $37K | 0.2% | |
| Vanguard Mid-Cap Value Index N/R | — | — | — | $31K | 0.1% | |
| Vanguard Small Cap Value Index N/R | — | — | — | $28K | 0.1% | |
| Vanguard International Growth Fund N/R | — | — | — | $23K | <0.1% | |
| American Funds American Ret Income Portfolio N/R | — | — | — | $19K | <0.1% | |
| Money Market Fund JPMorgan US Government Money N/R | — | — | — | $15K | <0.1% | |
| Vanguard Dev Mrkts Indx Adm N/R | — | — | — | $15K | <0.1% | |
| Vanguard Small Cap Index Fund N/R | — | — | — | $9K | <0.1% | |
| JPMorgan Emerging Markets Equity N/R | — | — | — | $8K | <0.1% | |
| Vanguard The Bond Fund of America R6 N/R | — | — | — | $8K | <0.1% | |
| PIMCO International Bond USD N/R | — | — | — | $7K | <0.1% | |
| R6 Vanguard International Value Fund N/R | — | — | — | $6K | <0.1% | |
| Cohen & Steers Cohen & Steers Real Estate Sec Z N/R | — | — | — | $5K | <0.1% |
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