Plan Snapshot
- Plan Sponsor: Sally Beauty Holdings, INC.
- Sponsor EIN: 362257936
- Sponsor Address: 3001 COLORADO BOULEVARD, DENTON, TX, 76210
- Plan Type: 401(k)
- Total Participants: 18,644
- Total Assets: $294.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 18,644 | $294.1M | $7.4M | $13.0M |
| 2023 | 18,264 | $275.4M | $6.4M | $12.5M |
| 2022 | 17,843 | $245.8M | $6.7M | $11.9M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BDO USA,P.C | Auditor | $29,000 | — | $29,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BDO USA,P.C — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $29,000
- Estimated Expense Ratio: 0.010% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $263,006 | $38,500 | — | $29,000 | — |
| 2023 | $477,967 | $57,750 | — | $29,000 | — |
| 2022 | $39,594 | $38,500 | $1,094 | — | — |