Plan Ledger DOL Form 5500 · updated monthly

Sally Beauty Holdings, IncProfit-sharing plan

SALLY BEAUTY DE PUERTO RICO, INC. CODA PROFIT SHARING PLAN · DENTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Sally Beauty Holdings, Inc reported $15,219 in plan administrative expenses for 2024: 0.51% of average plan assets, below the peer median. Employer contributions averaged $508 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 rose from 0.20% to 0.51%. 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 Texas (4,502nd of 5,688), and 4,266th of 5,215 in retail trade. In 2024, employees put in $1.19 for every $1.00 the employer contributed; active participation has grown from 236 to 266 since 2022.

Plan summary
Net assets, end of year$3,298,790
Participants with balances171
Active participants266
Employer contributions$135,257
Employee contributions$160,920
Employer contribution per active participant$508
Average account balance$19,291
Benefits paid to participants$82,280
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.3M · 171 accts · $135K emplr
2023$2.7M · 180 accts · $122K emplr
2022$2.2M · 184 accts · $107K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$15,219
Total administrative$15,219
Employer contributions to the Sally Beauty Holdings, Inc plan · 2024
Employer contribution per active participant$508
Median for plans this size$1,313
2024$508 per active participant
2023$476 per active participant
2022$454 per active participant

Sally Beauty Holdings, Inc's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
GREAT-WEST LIFE & ANNUITY INSURANCE · Recordkeeping · Loan processing$15,219

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

Recordkeeper by year2
2024GREAT-WEST LIFE & ANNUITY INSURANCE
2023GREAT-WEST LIFE & ANNUITY INSURANCE

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$15,219 · 0.51%
2023$15,476 · 0.63%
2022$5,476 · 0.20%
Same employer
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Arrow Ford, Inc. TX$3.3M · 0.12%
The Allee Corporation TX$3.3M · 0.02%
US Expediters, LLC TX$3.3M · 0.21%
Cal's Convenience, Inc. TX$3.3M · 0.76%
Aries Freight Systems LP TX$3.2M · 0.72%
Stephen Joseph, Inc. TX$3.2M · 0.81%

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Source: U.S. Department of Labor, Form 5500 series, EIN 660492477 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.