Employers › Sally Beauty Holdings
Recordkeeping fees per participant · Sally Beauty 401(k) and Profit Sharing Plan · plan year 2024
$35.37
Higher than 31% of the 1,697 plans $250M to 1B that report it.
= $195,506 / 5,528
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010104814NAL0004519283001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010104814NAL0004519283001, received 2025-10-10
Percentiles compare this plan with the Schedule H plans $250M to 1B 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 2025-10-10.
Administrative expenses excluding investment management, per participant
$40.61
Higher than 23% of the 2,324 plans $250M to 1B that report it.
= $224,506 / 5,528
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010104814NAL0004519283001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010104814NAL0004519283001, received 2025-10-10
Administrative expenses per participant
$47.58
Higher than 19% of the 2,405 plans $250M to 1B that report it.
= $263,006 / 5,528
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010104814NAL0004519283001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010104814NAL0004519283001, received 2025-10-10
Administrative expenses as a share of assets
0.089%
Higher than 60% of the 2,407 plans $250M to 1B that report it.
= $263,006 / $294,094,895
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010104814NAL0004519283001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010104814NAL0004519283001, received 2025-10-10
Employer contributions per participant
$1,343
Higher than 13% of the 2,457 plans $250M to 1B that report it.
= $7,421,672 / 5,528
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010104814NAL0004519283001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010104814NAL0004519283001, received 2025-10-10
Employer share of total contributions
33.0%
Higher than 57% of the 2,459 plans $250M to 1B that report it.
= $7,421,672 / $22,459,193
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010104814NAL0004519283001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010104814NAL0004519283001, received 2025-10-10
Plan terms are described in Sally Beauty Holdings, Inc.'s SEC filings: Form 10-K filed 2025-11-13. No term could be quoted from them with the required precision.
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 20251010104814NAL0004519283001, received 2025-10-10
| Field | Value | Source |
|---|---|---|
| Plan sponsor | SALLY BEAUTY HOLDINGS, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Plan name | SALLY BEAUTY 401(K) AND PROFIT SHARING PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Sponsor EIN / plan number | 36-2257936 / 006 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Sponsor location | DENTON, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Industry (business code) | 446120, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Participants, beginning of year | 20,129 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Active participants | 18,644 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Participants, end of year | 20,376 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Participants with an account balance | 5,528 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Total assets, beginning of year | $275,355,423 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Total assets, end of year | $294,094,895 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Net assets, end of year | $294,094,895 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Total income | $55,179,932 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Net income | $18,739,472 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Employer contributions | $7,421,672 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Participant contributions | $12,982,777 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $2,054,744 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Total contributions | $22,459,193 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Benefit payments | $35,992,196 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $36,440,460 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Total administrative expenses | $263,006 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Contract administrator fees | $0 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Recordkeeping fees | $195,506 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| IQPA audit fees | $29,000 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Investment advisory and management fees | $38,500 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Administrative expenses excluding investment management | $224,506 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Held in common/collective trusts | $28,935,593 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Held in mutual funds | $255,488,756 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010104814NAL0004519283001, received 2025-10-10 |
| Independent auditor | BDO USA,P.C | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010104814NAL0004519283001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010104814NAL0004519283001, received 2025-10-10.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY Orecordkeeper | NONE | 64 Recordkeeping fees; 15 Recordkeeping and information management; 37 Participant loan processing; 50 Direct payment from the plan | $195,506 | yes |
| CREATIVE PLANNING HOLDCO LLC DBA CR | NONE | 27 Investment advisory (plan) | $38,500 | no |
| BDO USA LLP | NONE | 10 Accounting (including auditing) | $29,000 | no |
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 20251010104814NAL0004519283001, received 2025-10-10.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $275,355,423 | $294,094,895 | 6.8% |
| Participants with a balance | 5,767 | 5,528 | -4.1% |
| Administrative expenses | $477,967 | $263,006 | -45.0% |
| Recordkeeping fees per participant | $67.84 | $35.37 | -47.9% |
| Employer contributions | $6,396,532 | $7,421,672 | 16.0% |
Prior filing 20241014091622NAL0025802721001, received 2024-10-14; the plan years are contiguous.
Sponsor name as filed: SALLY BEAUTY HOLDINGS, INC.; SEC registrant: Sally Beauty Holdings, Inc. (CIK 1368458, matched by EIN; display name from the Form 10-K cover).