How big is Obagi Cosmeceuticals, LLC's plan?

Obagi Cosmeceuticals, LLC's plan reported $20.8M in assets and 181 participants for 2024.

Original filing (PDF)20251008052306NAL0003051699001

Obagi Cosmeceuticals, LLC

Name: Obagi Cosmeceuticals, LLC — Obagi Cosmeceuticals, Form 5500 (2024)
Creator: Obagi Cosmeceuticals, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Obagi Cosmeceuticals, LLC Retirement Plan

401(k) retirement plan · Obagi Cosmeceuticals, LLC's Obagi Cosmeceuticals, LLC Retirement Plan held $20.8M in plan assets for 181 participants in 2024, with ADP as recordkeeper.

Signals · 1

Corrective distributions issued

Active participants

181

Accounts w/ balance

229

Plan assets (EOY)

$20.8M

Net assets (EOY)

$20.8M

People on this filing

KARI Zoolakis signed Obagi Cosmeceuticals, LLC's 2024 Form 5500 as plan administrator.

KARI Zoolakis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Obagi Cosmeceuticals, LLC's EIN is 82-2128363.

EIN 82-2128363

Plan number 001

Plan year 2024

ACK ID 20251008052306NAL0003051699001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Obagi Cosmeceuticals, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Obagi Cosmeceuticals, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for OBAGI COSMECEUTICALS, LLC.

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How this plan invests

This plan

1 pooled trust

Schedule D

35 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Corrective distributions issued (likely failed ADP/ACP testing).

Plan sponsor

Name

OBAGI COSMECEUTICALS, LLC

EIN

all filings

Address

3760 KILROY AIRPORT WAY · SUITE 500 · LONG BEACH, CA · 90806

Phone

(562) 285-7765

Industry

Wholesale Trade

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

2025-10-08

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ADP, INC.	13-3036745	—	RECORD KEEPER	$32K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
NORTHWESTERN MUTUAL INVESTMENT SERV	39-2018056	—	INVESTMENT/FINANCIAL ADVI	$15K	—

Investments

35 direct securities · 1 pooled fund· $20.8M(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.

Other securities

$14.3M

15 holdings

Common Collective Trusts

$3.6M

6 holdings

Mutual Funds

$2.1M

10 holdings

Common Collective Trust

$359K

1 holding

Common Stocks

$281K

2 holdings

Bonds / Notes

$153K

1 holding

Pooled Separate Accounts

$3K

Fund families in this plan

Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.

Vanguard$5.9M MetLife$359K Fidelity$97K American Funds (Capital Group)$88K

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Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.

					% of plan
Van Target Retire 2045 Mutual Fund	Other securities	—	—	$3.6M	17.3%
Van Target Retire 2050 Mutual Fund	Other securities	—	—	$2.5M	12.1%
Van Target Retire 2040 Mutual Fund	Other securities	—	—	$2.4M	11.5%
Vanguard 500 Index Fund - Adm Mutual Fund	Common Collective Trusts	—	—	$2.1M	9.9%
Van Target Retire 2030 Mutual Fund	Other securities	—	—	$1.7M	8.4%
Van Target Retire 2035 Mutual Fund	Other securities	—	—	$1.7M	8.3%
Van Target Retire 2055 Mutual Fund	Other securities	—	—	$1.2M	5.9%
Vanguard Mid Cap Index - Adm Mutual Fund	Mutual Funds	—	—	$552K	2.7%
Vanguard Growth Index Fund Ad Mutual Fund	Common Collective Trusts	—	—	$471K	2.3%
Van Targ Retire 2060 Mutual Fund	Other securities	—	—	$391K	1.9%
METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$359K	1.7%
Vanguard Sm Cp Gr Idx -Admira Mutual Fund	Common Collective Trusts	—	—	$335K	1.6%
Vanguard Tot Bnd Mkt Ind- Adm Mutual Fund	Mutual Funds	—	—	$325K	1.6%
Vanguard Bal Idx - Adm Mutual Fund	Common Collective Trusts	—	—	$306K	1.5%
Vanguard Dev Mkt Index Admira Mutual Fund	Mutual Funds	—	—	$300K	1.4%
Vanguard Emg Mkts Stk Idx Adm Mutual Fund	Common Collective Trusts	—	—	$259K	1.2%
Vanguard Value Index Fund Adm Mutual Fund	Common Collective Trusts	—	—	$212K	1.0%
Vanguard Small Cap Index Admr Mutual Fund	Mutual Funds	—	—	$196K	0.9%
Van Target Retire Inc Mutual Fund	Common Stocks	—	—	$188K	0.9%
Vanguard Intermediate Term Bo Mutual Fund	Mutual Funds	—	—	$172K	0.8%
Vanguard Tot Intl Stk Ind Adm Mutual Fund	Mutual Funds	—	—	$169K	0.8%
Notes receivable from participants 4.25% - 9.50%	Bonds / Notes	—	—	$153K	0.7%
Vanguard Sm Cap Val Index Adm Mutual Fund	Mutual Funds	—	—	$144K	0.7%
Van Mid Cap Growth - Inv Mutual Fund	Other securities	—	—	$134K	0.6%
Van Target Retire 2020 Mutual Fund	Other securities	—	—	$129K	0.6%
Van Targ Retire 2065 Mutual Fund	Other securities	—	—	$128K	0.6%
Van Infl Protected Sec - Admr Mutual Fund	Other securities	—	—	$111K	0.5%
Fidelity Advisor Total Bond Z Mutual Fund	Mutual Funds	—	—	$97K	0.5%
Vang Hi Yld Corp Adm Mutual Fund	Common Stocks	—	—	$94K	0.4%
Van Target Retire 2025 Mutual Fund	Other securities	—	—	$89K	0.4%
American Funds Europac Gro- R Mutual Fund	Mutual Funds	—	—	$88K	0.4%
Vanguard Real Estate Index Ad Mutual Fund	Mutual Funds	—	—	$70K	0.3%
Van Selected Value - Inv Mutual Fund	Other securities	—	—	$39K	0.2%
(1) X This form is filed for a CCT, PSA, or MTIA.	Pooled Separate Accounts	—	—	$3K	<0.1%
performed pursuant to both 29 CFR 2520.103-8 and 29 CFR 2520.103-12(d). Check box (3) if pursuant to neither.	Other securities	—	$3K	$3K	<0.1%
Yes No Amount a	Other securities	—	—	$3K	<0.1%

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