Plan Ledger DOL Form 5500 · updated monthly

Personalized Beauty Discovery, Inc.401(k)

PERSONALIZED BEAUTY DISCOVERY, INC. 401(K) P/S PLAN · SANTA MONICA, CA · plan year 2024

Reported admin expense ratio · 2024
0.35%

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

Personalized Beauty Discovery, Inc. reported $107,039 in plan administrative expenses for 2024: 0.35% of average plan assets, above the peer median. Employer contributions averaged $3,939 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 2 years on file its reported administrative ratio fell from 0.43% to 0.35%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 2,463rd-largest of 9,483 plans among California employers on file, and the 941st of 5,215 in retail trade. In 2024, employees put in $3.12 for every $1.00 the employer contributed; active participation has shrunk from 497 to 272 since 2022.

Plan summary
Net assets, end of year$33,669,003
Participants with balances702
Active participants272
Employer contributions$1,071,359
Employee contributions$3,340,657
Employer contribution per active participant$3,939
Average account balance$47,962
Benefits paid to participants$3,506,135
Plan auditUnmodified (clean) audit opinion
AuditorFRANK RIMERMAN CO. LLP
Plan history3
Yearassets · accounts · employer contribution
2024$33.7M · 702 accts · $1.1M emplr
2023$27.1M · 746 accts · $1.2M emplr
2022$20.3M · 801 accts · $1.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$107,039
Total administrative$107,039
The Personalized Beauty Discovery, Inc. 401(k) match · 2024
Employer contribution per active participant$3,939
Median for plans this size$2,416
2024$3,939 per active participant
2023$3,934 per active participant
2022$3,007 per active participant

Personalized Beauty Discovery, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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 · 20244
ASCENSUS LLC · Recordkeeping · Loan processing$27,647
ASCENSUS LLC · Contract administrator · Recordkeeping$26,007
SHAREBUILDER ADVISOR LLC · Investment advisory (plan)$86,853

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

Recordkeeper by year2
2024Ascensus
2023Ascensus, PAI

This plan has changed recordkeepers within these filings. If you left Personalized Beauty Discovery, Inc. before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$107,039 · 0.35%
2023$106,179 · 0.45%
2022$85,262 · 0.43%
Same employer
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Valence Media, LLC. CA$35.8M · 0.34%
1661, Inc. dba Goat CA$34.8M · 0.43%
Arbonne International LLC CA$34.8M · 0.25%
Prodege, LLC dba Swagbucks CA$34.3M · 0.28%
Bentley Mills, Inc. CA$32.9M · 0.61%
Htc America, Inc. CA$32.4M · 0.10%
La Mesa Rv Center, Inc. CA$31.8M · 0.82%

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Source: U.S. Department of Labor, Form 5500 series, EIN 452964976 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.