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Original filing (PDF)20251001220059NAL0006107427009
PERSE BEAUTY INC
Form 5500
FILING_RECEIVED
PERSE BEAUTY 401(K) PLAN
401(k) retirement plan
Signals · 1
41% in single holding
Active participants
287
Accounts w/ balance
373
Plan assets (EOY)
$5.6M
Net assets (EOY)
$5.6M
How this plan invests
This plan
16 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
100
Concentration risk
80
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "S SHARES Vanguard Group total Stock Index Admiral Class" is 41% of plan.
Helping the score
- Below-peer total fees (17 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERSE BEAUTY INC.
Plan sponsor
Name
PERSE BEAUTY INC
EIN
82-2034876
Address
10 GRAND ST. · SUITE 800 · BROOKLYN, NY · 11249
Phone
(917) 471-0582
Industry
Manufacturingsee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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
PKF O'CONNOR DAVIES
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $10K | — |
Investments
16 direct securities· $5.6M(100% of reported assets)
Uncategorized
$3.3M
15 holdings
Mutual Funds
$2.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| S SHARES Vanguard Group total Stock Index Admiral Class | Mutual Funds | — | $16K | $2.3M | 40.8% | |
| Vanguard Funds Developed Markets Index Admiral | — | — | $61K | $943K | 16.9% | |
| Vanguard Group Bond Index Admiral Class | — | — | $80K | $757K | 13.5% | |
| Vanguard Emerging Markets Stk Adm Cl | — | — | $13K | $481K | 8.6% | |
| Vanguard Group Index 500 Admiral 735 | — | — | — | $399K | 7.1% | |
| Vanguard Specialized Div Reit Index Fund Adm Shs | — | — | $2K | $245K | 4.4% | |
| Vanguard Funds Total International Bond Index | — | — | $12K | $244K | 4.4% | |
| Vanguard Group Growth Index Admiral 840 | — | — | — | $177K | 3.2% | |
| 9.50% with maturities through 2029 | — | — | — | $40K | 0.7% | |
| Vanguard Information Technology Index Admiral 18 | — | — | — | $6K | 0.1% | |
| Vanguard Group Total Instl Stock Index Admiral 136 | — | — | — | $4K | <0.1% | |
| Vanguard Short-Term Inflation Protected Securities Index Adm 162 | — | — | — | $4K | <0.1% | |
| Vanguard Group Mid Cap Index Admiral 4 | — | — | — | $1K | <0.1% | |
| Vanguard Group Sm Cap Index Admiral 12 | — | — | — | $1K | <0.1% | |
| Vanguard Group Mid Cap Growth Index Admiral 13 | — | — | — | $1K | <0.1% | |
| Vanguard Group Cmall Cap Growth Index Admiral 14 | — | — | — | $1K | <0.1% |
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