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Original filing (PDF)20250815132530NAL0024215602001
HEADSPACE, INC.
Form 5500
FILING_RECEIVED
HEADSPACE 401(K) PLAN
401(k) retirement plan
Active participants
718
Accounts w/ balance
1,013
Plan assets (EOY)
$59.1M
Net assets (EOY)
$59.1M
How this plan invests
This plan
29 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
Helping the score
- Below-peer total fees (7 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HEADSPACE, INC..
Plan sponsor
Name
HEADSPACE, INC.
EIN
46-1777570
Address
2417 MICHIGAN AVE. · SANTA MONICA, CA · 90404
Phone
(310) 526-4494
Industry
Educational 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
2025-08-15
Pension benefit codes
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
DUFFY KRUSPODIN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | RECORDKEEPER | $43K | — |
Investments
29 direct securities· $58.8M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2055 Inv Mutual fund | — | — | — | $12.9M | 21.9% | |
| Vanguard Target Retirement 2050 Inv Mutual fund | — | — | — | $9.8M | 16.5% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $7.3M | 12.3% | |
| Vanguard Target Retirement 2045 Inv Mutual fund | — | — | — | $7.1M | 12.1% | |
| Vanguard Target Retirement 2060 Inv Mutual fund | — | — | — | $6.7M | 11.4% | |
| Vanguard Target Retirement 2040 Inv Mutual fund | — | — | — | $4.7M | 7.9% | |
| Vanguard Target Retirement 2035 Inv Mutual fund | — | — | — | $2.3M | 3.9% | |
| Fidelity Large Cap Growth Index Mutual fund | — | — | — | $1.2M | 2.1% | |
| Vanguard Mid Cap Index Adm Mutual fund | — | — | — | $925K | 1.6% | |
| Vanguard Target Retirement 2030 Inv Mutual fund | — | — | — | $873K | 1.5% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $658K | 1.1% | |
| Vanguard Developed Markets Index Fund Ad Mutual fund | — | — | — | $604K | 1.0% | |
| Columbia Dividend Income - I3 Mutual fund | — | — | — | $444K | 0.8% | |
| Blackrock Mid-Cap Growth Equity K Mutual fund | — | — | — | $435K | 0.7% | |
| Vanguard Target Retirement 2065 Inv Mutual fund | — | — | — | $412K | 0.7% | |
| Vanguard Target Retirement 2025 Inv Mutual fund | — | — | — | $333K | 0.6% | |
| PGIM Total Return Bond - R6 Mutual fund | — | — | — | $317K | 0.5% | |
| Vanguard Federal Money Market Inv Mutual fund | — | — | — | $312K | 0.5% | |
| American Funds New World R6 Mutual fund | — | — | — | $256K | 0.4% | |
| Vanguard Real Estate Index - Admiral Mutual fund | — | — | — | $203K | 0.3% | |
| Vanguard Target Retirement 2020 Inv Mutual fund | — | — | — | $194K | 0.3% | |
| Victory Pioneer Strategic Income - R6 Mutual fund | — | — | — | $154K | 0.3% | |
| Allspring Special Mid Cap Value Mutual fund | — | — | — | $127K | 0.2% | |
| Vanguard Target Retirement 2070 Inv Mutual fund | — | — | — | $117K | 0.2% | |
| Federated Hermes Kaufmann Small Cap Fund R6 Mutual fund | — | — | — | $109K | 0.2% | |
| The Hartford Int Opportunities Fund R6 Mutual fund | — | — | — | $75K | 0.1% | |
| Vanguard Total Intrnl Bond Index Admiral Mutual fund | — | — | — | $75K | 0.1% | |
| Allspring Special Small Cap Value - R6 Mutual fund | — | — | — | $65K | 0.1% | |
| Vanguard Target Retirement Income Inv Mutual fund | — | — | — | $36K | <0.1% |