How big is John Paul Mitchell Systems' plan?

John Paul Mitchell Systems' plan reported $62.7M in assets and 332 participants for 2024.

Original filing (PDF)20250808120444NAL0004385809001

John Paul Mitchell Systems

Name: John Paul Mitchell Systems — John Paul Mitchell, Form 5500 (2024)
Creator: John Paul Mitchell Systems
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

John Paul Mitchell Systems 401(k) & Profit Sharing Plan

401(k) retirement plan · John Paul Mitchell Systems' John Paul Mitchell Systems 401(k) & Profit Sharing Plan held $62.7M in plan assets for 332 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

Late participant contributions

Active participants

332

Accounts w/ balance

407

Plan assets (EOY)

$62.7M

Net assets (EOY)

$62.7M

People on this filing

Karen Hermanson signed John Paul Mitchell Systems' 2024 Form 5500 as plan administrator.

Karen Hermanson — 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

John Paul Mitchell Systems' EIN is 95-3504616.

EIN 95-3504616

Plan number 002

Plan year 2024

ACK ID 20250808120444NAL0004385809001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for John Paul Mitchell Systems from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

John Paul Mitchell Systems' plan includes automatic enrollment, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN PAUL MITCHELL SYSTEMS.

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How this plan invests

This plan

37 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

Delinquent participant contributions reported (Schedule H 4a) — 108K (2% of contributions).

Plan sponsor

Name

JOHN PAUL MITCHELL SYSTEMS

EIN

all filings

Address

20705 CENTRE POINTE PARKWAY · SANTA CLARITA, CA · 91350

Phone

(661) 298-0400

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-08

Pension benefit codes

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$36K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
EP WEALTH ADVISORS INC	33-0152539	—	ADVISOR	$58K	—
STRATEGIC ADVISORS, INC.	04-2654524

Investments

37 direct securities· $62.7M(100% of reported assets)

Mutual Funds

$33.0M

19 holdings

Other securities

$22.3M

11 holdings

Common Collective Trusts

$4.7M

2 holdings

Bonds / Notes

$1.2M

1 holding

Common Stocks

$1.1M

1 holding

U.S. Treasuries

$219K

2 holdings

Agency / Mortgage-Backed

$127K

1 holding

					% of plan
JPMorgan Large Cap Growth R6 Mutual Fund -	Other securities	—	—	$14.0M	22.3%
T Rowe Price Large-Cap Value Fund Mutual Fund -	Mutual Funds	—	—	$6.2M	9.9%
Fidelity Government Cash Reserves Mutual Fund -	Mutual Funds	—	—	$5.6M	8.9%
Fidelity 500 Index Mutual Fund -	Common Collective Trusts	—	—	$4.0M	6.3%
Vanguard Target Retirement 2040 Fund Mutual Fund -	Mutual Funds	—	—	$2.6M	4.2%
Vanguard Target Retirement 2055 Fund Mutual Fund -	Mutual Funds	—	—	$2.6M	4.1%
Vanguard Target Retirement 2030 Fund Mutual Fund -	Mutual Funds	—	—	$2.6M	4.1%
HL International Equity Portfolio Institutional Class Mutual Fund -	Other securities	—	—	$2.5M	3.9%
Fidelity Short-Term Investment Fund Mutual Fund -	Mutual Funds	—	—	$2.4M	3.8%
Vanguard Target Retirement 2045 Fund Mutual Fund -	Mutual Funds	—	—	$2.1M	3.3%
Vanguard Target Retirement Income Mutual Fund -	Mutual Funds	—	—	$2.1M	3.3%
American Century Diversified Bond R6 Mutual Fund -	Other securities	—	—	$1.9M	3.1%
Causeway Emerging Markets Fund Class Institutional Mutual Fund -	Other securities	—	—	$1.6M	2.6%
Notes receivable from participants 5.25% - 10.50% -	Bonds / Notes	—	—	$1.2M	2.0%
Vanguard Target Retirement 2050 Fund Mutual Fund -	Mutual Funds	—	—	$1.2M	1.9%
Fidelity Mid Cap Index Mutual Fund -	Mutual Funds	—	—	$1.2M	1.8%
Allspring Small Company Growth Fund - Class R6 Mutual Fund -	Common Stocks	—	—	$1.1M	1.7%
Vanguard Target Retirement 2035 Fund Mutual Fund -	Mutual Funds	—	—	$861K	1.4%
Fidelity International Index Mutual Fund -	Mutual Funds	—	—	$763K	1.2%
Vanguard LifeStrategy Moderate Growth Fund Mutual Fund -	Mutual Funds	—	—	$759K	1.2%
Fidelity Total Market Index Fund Mutual Fund -	Common Collective Trusts	—	—	$757K	1.2%
Harbor Mid Cap Value Fund Mutual Fund -	Other securities	—	—	$609K	1.0%
Vanguard Target Retirement 2060 Fund Mutual Fund -	Mutual Funds	—	—	$608K	1.0%
Fidelity US Bond Index Mutual Fund -	Mutual Funds	—	—	$556K	0.9%
Eaton Vance High Income Opportunities Fund Mutual Fund -	Other securities	—	—	$531K	0.8%
Vanguard Target Retirement 2065 Fund Mutual Fund -	Mutual Funds	—	—	$445K	0.7%
Oakmark International Investor Mutual Fund -	Other securities	—	—	$443K	0.7%
BNY Mellon International Bond I Mutual Fund -	Other securities	—	—	$293K	0.5%
Fidelity Small Cap Index Mutual Fund -	Mutual Funds	—	—	$269K	0.4%
Wasatch Core Growth Fund Mutual Fund -	Other securities	—	—	$254K	0.4%
Vanguard Target Retirement 2025 Fund Mutual Fund -	Mutual Funds	—	—	$216K	0.3%
Fidelity Inflation-Prot Bond Index Mutual Fund -	U.S. Treasuries	—	—	$213K	0.3%
Vanguard GNMA Fund Admiral Shares Mutual Fund -	Agency / Mortgage-Backed	—	—	$127K	0.2%
Loomis Sayles Bond Fund Mutual Fund -	Other securities	—	—	$113K	0.2%
Goldman Sachs Growth Opportunities Instl Mutual Fund -	Other securities	—	—	$29K	<0.1%
Fidelity Government Money Market Fund Mutual Fund -	Mutual Funds	—	—	$17K	<0.1%
Fidelity Short-Term Treasury Bond Index Fund Mutual Fund -	U.S. Treasuries	—	—	$6K	<0.1%