Plan Ledger DOL Form 5500 · updated monthly

Charlotte Tilbury Beauty, Inc.401(k)

CHARLOTTE TILBURY BEAUTY, INC. 401K & PS PLAN · NEW YORK, NY · plan year 2024

Reported admin expense ratio · 2024
0.08%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Charlotte Tilbury Beauty, Inc. reported $4,712 in plan administrative expenses for 2024: 0.08% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,024 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio rose from 0.05% to 0.08%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in New York (4,117th of 5,648), and 3,303rd of 5,215 in retail trade. In 2024, employees put in $1.81 for every $1.00 the employer contributed; active participation has grown from 87 to 191 since 2021.

Plan summary
Net assets, end of year$6,762,531
Participants with balances256
Active participants191
Employer contributions$577,647
Employee contributions$1,045,721
Employer contribution per active participant$3,024
Average account balance$26,416
Benefits paid to participants$564,098
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2024$6.8M · 256 accts · $578K emplr
2023$4.9M · 197 accts · $431K emplr
2022$3.0M · 121 accts · $269K emplr
2021$2.5M · 87 accts · $146K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$2,721
Trustee / custodial$1,991
Total administrative$4,712
The Charlotte Tilbury Beauty, Inc. 401(k) match · 2024
Employer contribution per active participant$3,024
Median for plans this size$1,313
2024$3,024 per active participant
2023$2,763 per active participant
2022$1,949 per active participant
2021$1,673 per active participant

Charlotte Tilbury Beauty, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$4,712

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024ADP
2023ADP

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Administrative cost history4
2024$4,712 · 0.08%
2023$3,104 · 0.08%
2022$1,868 · 0.07%
2021$915 · 0.05%
Same employer
Similar plansRetail Trade · New York
Value Leasing Corp. NY$7.0M · 0.17%
Nemo Tile Co. LLC NY$6.9M · 0.56%
Crown Trophy, Inc. NY$6.8M · 0.50%
Faherty Brand LLC NY$6.7M · 0.19%
Moores Tire Sales, Inc. NY$6.6M · 0.46%

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Source: U.S. Department of Labor, Form 5500 series, EIN 465174246 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.