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Original filing (PDF)20250826111300NAL0008449121001
GREAT CLIPS, INC.
Form 5500
FILING_RECEIVED
GREAT CLIPS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
260
Accounts w/ balance
342
Plan assets (EOY)
$55.7M
Net assets (EOY)
$55.7M
How this plan invests
This plan
1 pooled trust
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GREAT CLIPS, INC..
Plan sponsor
Name
GREAT CLIPS, INC.
EIN
41-1430345
Address
4400 WEST 78TH STREET SUITE 700 · MINNEAPOLIS, MN · 55435
Phone
(952) 746-6438
Industry
Real Estatesee 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
2025-08-26
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)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPITAL GROUP RETIREMENT PLAN SVCS. | 82-4555287 | — | RECORDKEEPER | $39K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | — | NASHVILLE, TN | INVESTMENT ADVISOR | $64K | — |
Investments
27 direct securities · 1 pooled fund· $55.7M(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
$53.2M
27 holdings
Common Collective Trust
$2.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds American Funds Growth Fund Of America R6 | — | — | — | $9.0M | 16.2% | |
| American Funds American Funds 2045 Target Date Fund R6 | — | — | — | $4.5M | 8.1% | |
| Fidelity 500 Index | — | — | — | $4.5M | 8.0% | |
| American Funds American Funds 2040 Target Date Fund R6 | — | — | — | $3.9M | 7.0% | |
| American Funds American Funds 2035 Target Date Fund R6 | — | — | — | $3.9M | 7.0% | |
| American Funds American Funds 2025 Target Date Fund R6 | — | — | — | $3.6M | 6.4% | |
| Columbia Select Mid Cap Value Institutional 2 | — | — | — | $3.0M | 5.3% | |
| American Funds American Funds 2050 Target Date Fund R6 | — | — | — | $2.9M | 5.2% | |
| FEDERATED HERMES CAPITL PRESERVATIO FEDERATED INVESTORS · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $2.5M | 4.4% | |
| American Funds American Funds American Balanced R6 | — | — | — | $2.4M | 4.4% | |
| American Funds American Funds Capital World G/I R6 | — | — | — | $2.1M | 3.8% | |
| JPMorgan Mid Cap Growth R6 | — | — | — | $2.0M | 3.6% | |
| American Funds American Funds 2030 Target Date Fund R6 | — | — | — | $1.6M | 2.9% | |
| American Funds American Funds 2055 Target Date Fund R6 | — | — | — | $1.5M | 2.7% | |
| American Funds American Funds Intermediate Bond Fund of America R6 | — | — | — | $1.4M | 2.5% | |
| American Funds American Funds Europacific Gr R6 | — | — | — | $1.4M | 2.5% | |
| American Funds American Funds Income Fund of America R6 Mutual Funds | — | — | — | $871K | 1.6% | |
| Vanguard Emerging Markets Stock Index Admiral | — | — | — | $766K | 1.4% | |
| Neuberger Berman Neuberger Berman Real Estate R6 | — | — | — | $691K | 1.2% | |
| American Funds American Funds 2015 Target Date Fund R6 | — | — | — | $671K | 1.2% | |
| American Funds American Funds 2060 Target Date Fund R6 | — | — | — | $620K | 1.1% | |
| American Funds American Funds Smallcap World R6 | — | — | — | $518K | 0.9% | |
| Participants 4.25%–9.50%; maturing through 2039 | — | — | — | $429K | 0.8% | |
| Fidelity Small Cap Index | — | — | — | $404K | 0.7% | |
| American Funds American Funds 2020 Target Date Fund R6 | — | — | — | $212K | 0.4% | |
| Putnam Large Cap Value Y | — | — | — | $192K | 0.3% | |
| Fidelity Mid Cap Index | — | — | — | $141K | 0.3% | |
| American Funds American Funds 2065 Target Date Fund R6 | — | — | — | $58K | 0.1% |
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