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Original filing (PDF)20251005144445NAL0002675377001
ENERGIZER HOLDINGS, INC.
Form 5500
FILING_RECEIVED
ENERGIZER 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
1,827
Accounts w/ balance
3,142
Plan assets (EOY)
$585.2M
Net assets (EOY)
$585.2M
How this plan invests
This plan
14 pooled trusts
Schedule D
28 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
- 8 bps in Schedule C fees — modestly above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ENERGIZER HOLDINGS, INC..
Plan sponsor
Name
ENERGIZER HOLDINGS, INC.
EIN
36-4802442
Address
533 MARYVILLE UNIVERSITY DRIVE · ST. LOUIS, MO · 631415801
Phone
(314) 985-2000
Industry
Management of Companies / Holdingssee 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
2025-10-05
Pension benefit codes
2E · Profit-sharing
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISERS INC. | 23-2811930 | — | NONE | $244K | — |
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $209K | — |
Investments
14 direct securities · 14 pooled funds· $585.2M(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
$344.8M
14 holdings
Common Collective Trust
$240.4M
14 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Registered Investment Company | — | — | — | $112.2M | 19.2% | |
| Vanguard Wellington Registered Investment Company | — | — | — | $47.9M | 8.2% | |
| Fidelity Large Cap Growth Index Fund Registered Investment Company | — | — | — | $38.6M | 6.6% | |
| VFTC RETIREMENT SAVINGS TRUST III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041744 / PN 024 | Common Collective Trust | — | — | $37.9M | 6.5% | |
| Vanguard Total Bond Market Index Registered Investment Company | — | — | — | $33.9M | 5.8% | |
| VFTC TARGET RET 2040 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $29.1M | 5.0% | |
| VFTC TARGET RET 2030 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $28.8M | 4.9% | |
| VFTC TARGET RET 2035 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $27.9M | 4.8% | |
| Vanguard Windsor II Registered Investment Company | — | — | — | $27.8M | 4.7% | |
| Fidelity Extended Market Index Fund Registered Investment Company | — | — | — | $24.7M | 4.2% | |
| VFTC TARGET RET 2050 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $23.9M | 4.1% | |
| VFTC TARGET RET 2045 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $22.4M | 3.8% | |
| VFTC TARGET RET 2025 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $22.3M | 3.8% | |
| Vanguard International Growth Registered Investment Company | — | — | — | $21.0M | 3.6% | |
| Fidelity Total International Index Fund Registered Investment Company | — | — | — | $17.4M | 3.0% | |
| VFTC TARGET RET 2020 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $14.4M | 2.5% | |
| VFTC TARGET RET 2055 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $12.7M | 2.2% | |
| VFTC TARGET RET INCOME TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $10.1M | 1.7% | |
| Vanguard Explorer Fund Registered Investment Company | — | — | — | $8.4M | 1.4% | |
| VFTC TARGET RET 2060 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $5.9M | 1.0% | |
| Vanguard Inflation-Protected Securities Registered Investment Company | — | — | — | $5.5M | 0.9% | |
| Participant Notes Receivable Maturing At Various Dates Through November 2034, With Interest Rates Ranging From 4.25% to 9.50% | — | — | — | $3.6M | 0.6% | |
| CAUSEWAY INT VALUE EQUITY CIT; CL 1 SEI TRUST COMPANY · EIN 83-2723947 / PN 128 | Common Collective Trust | — | — | $3.1M | 0.5% | |
| Ariel Fund Institutional Registered Investment Company | — | — | — | $2.3M | 0.4% | |
| VFTC TARGET RET 2065 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $1.7M | 0.3% | |
| Vanguard Cash Res Fed MM Adm Registered Investment Company | — | — | — | $1.4M | 0.2% | |
| VFTC TARGET RET 2070 TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $488K | <0.1% | |
| Vanguard Fed Money Market Registered Investment Company | — | — | — | $104K | <0.1% |
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