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Original filing (PDF)20250710161227NAL0003627523001
HIMS, INC.
Form 5500
FILING_RECEIVED
HIMS 401(K) PLAN
401(k) retirement plan
Active participants
1,558
Accounts w/ balance
1,632
Plan assets (EOY)
$54.2M
Net assets (EOY)
$54.2M
How this plan invests
This plan
24 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
- 39 bps in Schedule C fees — 141% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HIMS, INC..
Plan sponsor
Name
HIMS, INC.
EIN
82-1928388
Address
2269 CHESTNUT STREET · #523 · SAN FRANCISCO, CA · 94123
Phone
(415) 612-1900
Industry
Retail Tradesee 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
2025-07-10
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $128K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWFRONT RETIREMENT SERVICES INC | 80-0833114 | — | ADVISOR | $62K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $18K | — |
Investments
24 direct securities· $53.1M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund " | — | — | — | $11.1M | 20.4% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $10.5M | 19.4% | |
| Vanguard Target Retirement 2050 Fund " | — | — | — | $6.9M | 12.7% | |
| Vanguard Target Retirement 2060 Fund " | — | — | — | $6.1M | 11.3% | |
| Vanguard Target Retirement 2045 Fund " | — | — | — | $4.2M | 7.8% | |
| Vanguard Target Retirement 2035 Fund " | — | — | — | $2.3M | 4.3% | |
| Vanguard Target Retirement 2040 Fund " | — | — | — | $2.2M | 4.1% | |
| Fidelity International Index Fund " | — | — | — | $1.5M | 2.8% | |
| Vanguard Target Retirement 2065 Fund " | — | — | — | $1.4M | 2.6% | |
| Fidelity Extended Market Index Fund " | — | — | — | $1.0M | 1.9% | |
| Fidelity U.S. Bond Index Fund " | — | — | — | $787K | 1.5% | |
| Vanguard Target Retirement 2030 Fund " | — | — | — | $747K | 1.4% | |
| BrokerageLink Fund Self-directed brokerage account | — | — | — | $698K | 1.3% | |
| Dodge & Cox Stock Fund Class X " | — | — | — | $675K | 1.2% | |
| Fidelity Emerging Markets Index Fund " | — | — | — | $621K | 1.1% | |
| BlackRock Mid-Cap Growth Equity Portfolio Class K " | — | — | — | $474K | 0.9% | |
| Victory Sycamore Small Company Opportunity Fund R6 " | — | — | — | $459K | 0.8% | |
| BlackRock Total Return Fund Class K Shares " | — | — | — | $407K | 0.8% | |
| Fidelity Government Money Market Fund Class K6 " | — | — | — | $387K | 0.7% | |
| Vanguard Target Retirement 2025 Fund " | — | — | — | $211K | 0.4% | |
| Fidelity Real Estate Index Fund " | — | — | — | $163K | 0.3% | |
| Vanguard Target Retirement 2020 Fund " | — | — | — | $109K | 0.2% | |
| Vanguard Target Retirement 2070 Fund " | — | — | — | $20K | <0.1% | |
| Vanguard Target Retirement Income Fund " | — | — | — | $15K | <0.1% |
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