401k Record

Employers › Headspace

Headspace 401(k)

Recordkeeping fees per participant · Headspace 401(k) Plan · plan year 2024

$20.67

Higher than 19% of the 5,847 plans $50 to 250M that report it.

Source

= $20,934 / 1,013
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250815132530NAL0024215602001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815132530NAL0024215602001, received 2025-08-15

10th: $10.22median $69.9190th: $151.08

Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-08-15.

Cost and contributions

Administrative expenses excluding investment management, per participant

$42.14

10th: $16.21median $93.2090th: $246.84

Higher than 21% of the 8,758 plans $50 to 250M that report it.

Source

= $42,687 / 1,013
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250815132530NAL0024215602001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815132530NAL0024215602001, received 2025-08-15

Administrative expenses per participant

$42.14

10th: $29.39median $132.8490th: $350.58

Higher than 14% of the 9,042 plans $50 to 250M that report it.

Source

= $42,687 / 1,013
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250815132530NAL0024215602001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815132530NAL0024215602001, received 2025-08-15

Administrative expenses as a share of assets

0.072%

10th: 0.022%median 0.136%90th: 0.326%

Higher than 28% of the 9,049 plans $50 to 250M that report it.

Source

= $42,687 / $59,120,089
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250815132530NAL0024215602001, received 2025-08-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250815132530NAL0024215602001, received 2025-08-15

Employer contributions per participant

$1,160

10th: $965median $2,73890th: $8,164

Higher than 13% of the 9,105 plans $50 to 250M that report it.

Source

= $1,174,854 / 1,013
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250815132530NAL0024215602001, received 2025-08-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815132530NAL0024215602001, received 2025-08-15

Employer share of total contributions

12.8%

10th: 15.6%median 29.5%90th: 50.6%

Higher than 6% of the 9,112 plans $50 to 250M that report it.

Source

= $1,174,854 / $9,157,652
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250815132530NAL0024215602001, received 2025-08-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250815132530NAL0024215602001, received 2025-08-15

Plan terms, as stated in Headspace, Inc.'s SEC filings

Plan terms are not published in public filings.

Plan features

2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250815132530NAL0024215602001, received 2025-08-15

Full record, Headspace 401(k) Plan

FieldValueSource
Plan sponsorHEADSPACE, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250815132530NAL0024215602001, received 2025-08-15
Plan nameHEADSPACE 401(K) PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20250815132530NAL0024215602001, received 2025-08-15
Sponsor EIN / plan number46-1777570 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250815132530NAL0024215602001, received 2025-08-15
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250815132530NAL0024215602001, received 2025-08-15
Sponsor locationSANTA MONICA, CAForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250815132530NAL0024215602001, received 2025-08-15
Industry (business code)611000, Educational servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20250815132530NAL0024215602001, received 2025-08-15
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250815132530NAL0024215602001, received 2025-08-15
Filing received2025-08-15Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250815132530NAL0024215602001, received 2025-08-15
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250815132530NAL0024215602001, received 2025-08-15
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20250815132530NAL0024215602001, received 2025-08-15
Participants, beginning of year1,247Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250815132530NAL0024215602001, received 2025-08-15
Active participants718Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250815132530NAL0024215602001, received 2025-08-15
Participants, end of year1,142Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250815132530NAL0024215602001, received 2025-08-15
Participants with an account balance1,013Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250815132530NAL0024215602001, received 2025-08-15
Total assets, beginning of year$49,790,514Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250815132530NAL0024215602001, received 2025-08-15
Total assets, end of year$59,120,089Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250815132530NAL0024215602001, received 2025-08-15
Net assets, end of year$59,120,089Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250815132530NAL0024215602001, received 2025-08-15
Total income$16,950,261Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250815132530NAL0024215602001, received 2025-08-15
Net income$9,329,575Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250815132530NAL0024215602001, received 2025-08-15
Employer contributions$1,174,854Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250815132530NAL0024215602001, received 2025-08-15
Participant contributions$7,179,912Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250815132530NAL0024215602001, received 2025-08-15
Other contributions (incl. rollovers)$802,886Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250815132530NAL0024215602001, received 2025-08-15
Total contributions$9,157,652Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250815132530NAL0024215602001, received 2025-08-15
Benefit payments$7,576,248Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250815132530NAL0024215602001, received 2025-08-15
Total expenses (incl. benefit payments)$7,620,686Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250815132530NAL0024215602001, received 2025-08-15
Total administrative expenses$42,687Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250815132530NAL0024215602001, received 2025-08-15
Contract administrator fees$21,753Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20250815132530NAL0024215602001, received 2025-08-15
Recordkeeping fees$20,934Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250815132530NAL0024215602001, received 2025-08-15
Administrative expenses excluding investment management$42,687derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250815132530NAL0024215602001, received 2025-08-15
Held in mutual funds$58,776,043Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250815132530NAL0024215602001, received 2025-08-15
Independent auditorDUFFY KRUSPODIN, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250815132530NAL0024215602001, received 2025-08-15

Position = column in the DOL layout for form year 2024. Filing 20250815132530NAL0024215602001, received 2025-08-15.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
NEWPORT GROUP, INC.recordkeeperRECORDKEEPER 13 Contract administrator; 14 Plan administrator; 15 Recordkeeping and information management; 63 Distribution (12b-1) fees; 65 Account maintenance fees $42,687yes

Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250815132530NAL0024215602001, received 2025-08-15.

What changed since the 2023 plan year

Figure20232024Change
Total assets$49,790,514$59,120,08918.7%
Participants with a balance1,1071,013-8.5%
Administrative expenses$35,286$42,68721.0%
Recordkeeping fees per participant$18.03$20.6714.6%
Employer contributions$4,562,682$1,174,854-74.3%

Prior filing 20240917143340NAL0001814211001, received 2024-09-17; the plan years are contiguous.

Alerts, claims and corrections

Alert me when this filing changes

One email when a new Form 5500 for Headspace 401(k) Plan appears in the Department of Labor data. Confirmation link first; unsubscribe link in every email.

Claim this plan

For the sponsor or its plan administrator: request to verify or annotate this page. A work email address at the sponsor speeds up verification.

Report a correction

Every figure is reproduced from the filing with its source. Tell us which figure and what the filing says instead.

Sponsor name as filed: HEADSPACE, INC.; SEC registrant: HEADSPACE, INC. (CIK 1569759, matched by EIN).