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Original filing (PDF)20251008131501NAL0009470896001
THE BEAUTY HEALTH COMPANY
Form 5500
FILING_RECEIVED
THE BEAUTY HEALTH 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
460
Accounts w/ balance
570
Plan assets (EOY)
$30.7M
Net assets (EOY)
$30.7M
How this plan invests
This plan
10 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 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
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE BEAUTY HEALTH COMPANY.
Plan sponsor
Name
THE BEAUTY HEALTH COMPANY
EIN
33-0774920
Address
3600 E BURNETT ST · LONG BEACH, CA · 90815
Phone
(800) 603-4996
Industry
All Other Professional Services· Professional & Technical Servicessee 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
2025-10-08
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
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $53K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
16 direct securities · 10 pooled funds· $30.8M(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
$28.2M
16 holdings
Common Collective Trust
$2.6M
10 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard VANG TARGET RET 2050 | — | — | — | $5.3M | 17.1% | |
| Vanguard VANG TARGET RET 2035 | — | — | — | $4.2M | 13.8% | |
| Vanguard VANG TARGET RET 2040 | — | — | — | $4.1M | 13.5% | |
| Vanguard VANG TARGET RET 2045 | — | — | — | $3.1M | 10.1% | |
| Vanguard VANG TARGET RET 2030 | — | — | — | $3.0M | 9.9% | |
| Registered Investment Companies Vanguard VANG TARGET RET 2055 | — | — | — | $3.0M | 9.8% | |
| Vanguard VANG TARGET RET 2060 | — | — | — | $1.6M | 5.3% | |
| Vanguard VANG TARGET RET 2025 | — | — | — | $1.4M | 4.4% | |
| NT S&P 500 IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 002 | Common Collective Trust | — | — | $1.1M | 3.5% | |
| JP Morgan JPM LG CAP GROWTH R6 | — | — | — | $664K | 2.2% | |
| Vanguard VANG TARGET RET 2020 | — | — | — | $631K | 2.1% | |
| Vanguard VANG TARGET RET 2070 ** 56 Vanguard VANG TARGET RET INC | — | — | — | $482K | 1.6% | |
| GALLIARD STBLE RTN E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | — | $410K | 1.3% | |
| FIAM CORE PLUS CL I FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $265K | 0.9% | |
| NT EXT MKT IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 110 | Common Collective Trust | — | — | $250K | 0.8% | |
| maturing through July of 2037 0 | — | — | — | $228K | 0.7% | |
| Vanguard VANG TARGET RET 2065 | — | — | — | $212K | 0.7% | |
| NT ACWI EX US IMI 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 223 | Common Collective Trust | — | — | $192K | 0.6% | |
| MM SM CAP GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7271375 / PN 756 | Common Collective Trust | — | — | $187K | 0.6% | |
| MFS MID CP GROWTH CT GREAT GRAY TRUST COMPANY · EIN 38-4126294 / PN 597 | Common Collective Trust | — | — | $129K | 0.4% | |
| Vanguard ABF SM CAP VALUE R6 | — | — | — | $126K | 0.4% | |
| MFS MID CAP VALUE CT GREAT GRAY TRUST COMPANY · EIN 38-4139822 / PN 616 | Common Collective Trust | — | — | $67K | 0.2% | |
| Great Gray Trust Company MFS LRG CAP VALUE CT | — | — | — | $50K | 0.2% | |
| Great Gray Trust Company MFS MID CAP VALUE CT | — | — | — | $18K | <0.1% | |
| GG EUROPAC GROWTH CT GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289843 / PN 001 | Common Collective Trust | — | — | $17K | <0.1% | |
| NT AGGR BD IDX NL 4 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 088 | Common Collective Trust | — | — | $7K | <0.1% |
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