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Original filing (PDF)20251001155323NAL0006013347001
THE HAIN CELESTIAL GROUP, INC.
Form 5500
FILING_RECEIVED
THE HAIN CELESTIAL GROUP 401(K) PLAN
401(k) retirement plan
Active participants
959
Accounts w/ balance
1,711
Plan assets (EOY)
$98.7M
Net assets (EOY)
$98.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
100
Participation health
100
Knocking points off
- 25 bps in Schedule C fees — 59% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE HAIN CELESTIAL GROUP, INC..
Plan sponsor
Name
THE HAIN CELESTIAL GROUP, INC.
EIN
22-3240619
Address
221 RIVER STREET · HOBOKEN, NJ · 07030
Phone
(516) 587-5000
Industry
Manufacturingsee 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
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BDO USA, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORD KEEPER | $181K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 20-8764829 | — | CONSULTANT | $70K | — |
Investments
30 direct securities · 1 pooled fund· $97.5M(99% 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
$91.4M
29 holdings
Common Collective Trust
$5.1M
1 holding
Mutual Funds
$1.1M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Growth Fund of America R6 | — | — | — | $10.8M | 11.0% | |
| Blackrock iShares S&P 500 Index K | — | — | — | $9.1M | 9.2% | |
| American Funds American Funds 2050 Target Date Retirement R6 | — | — | — | $8.4M | 8.5% | |
| American Funds American Funds 2040 Target Date Retirement R6 | — | — | — | $6.6M | 6.7% | |
| American Funds American Funds 2045 Target Date Retirement R6 | — | — | — | $6.1M | 6.2% | |
| RELIANCE/METLIFE STABLE 25053 CLASS METLIFE · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $5.1M | 5.1% | |
| Prudential PGIM Total Return Bond R6 | — | — | — | $4.6M | 4.6% | |
| American Funds American Funds 2030 Target Date Retirement R6 | — | — | — | $4.4M | 4.5% | |
| BNY Mellon BNY Small Cap Stock Index I | — | — | — | $4.1M | 4.2% | |
| American Funds American Funds 2035 Target Date Retirement R6 | — | — | — | $4.1M | 4.1% | |
| JPMorgan Eq Inc R6 | — | — | — | $3.9M | 4.0% | |
| American Funds American Funds 2055 Target Date Retirement R6 | — | — | — | $3.4M | 3.4% | |
| T. Rowe Price T. Rowe Price Mid-Cap Value I | — | — | — | $2.5M | 2.6% | |
| American Funds American Funds 2060 Target Date Retirement R6 | — | — | — | $2.5M | 2.5% | |
| American Funds American Funds 2025 Target Date Retirement R6 | — | — | — | $2.3M | 2.4% | |
| Blackrock iShares Russell Mid-Cap Index K | — | — | — | $2.3M | 2.4% | |
| MFS Mid Cap Growth R6 | — | — | — | $2.3M | 2.4% | |
| JPMorgan International Equity R6 | — | — | — | $2.1M | 2.1% | |
| American Funds American Funds EuroPacific Growth R6 | — | — | — | $2.1M | 2.1% | |
| American Funds American Funds 2020 Target Date Retirement R6 | — | — | — | $1.4M | 1.4% | |
| Invesco Real Estate R6 | — | — | — | $1.3M | 1.3% | |
| Invesco Developing Markets R6 | — | — | — | $1.2M | 1.3% | |
| Participant Loans Interest rates ranging from 4.25% to 9.5% - | — | — | — | $1.2M | 1.2% | |
| Participants Notes Receivable with interest rates of 4.25% to 9.50% | — | — | — | $1.2M | 1.2% | |
| Allspring Special Small Cap Value R6 | Mutual Funds | — | — | $1.1M | 1.1% | |
| John Hancock JHancock ESG Large Cap Core R6 | — | — | — | $1.0M | 1.0% | |
| Blackrock Health Sciences Opportunities K | — | — | — | $929K | 0.9% | |
| American Century American Century Small Cap Growth R6 | — | — | — | $704K | 0.7% | |
| American Funds American Funds 2010 Target Date Retirement R6 | — | — | — | $436K | 0.4% | |
| American Funds American Funds 2015 Target Date Retirement R6 | — | — | — | $237K | 0.2% | |
| State Street Bank & Trust Co. Cash Reserve Account | — | — | — | $120K | 0.1% |
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