Sally Beauty Holdings retirement plan: assets, participants and fees
What Sally Beauty Holdings' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Great-West Life & Annuity Insurance | Schedule C ↗ |
| Independent auditor | Bdo USA P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Sally Beauty Holdings: employer contribution per participant | $791 | |
| Peer median | $1,216 |
| Sally Beauty Holdings: average balance | $19,291 | |
| Peer median | $50,590 |
| Sally Beauty Holdings: admin expenses ÷ assets | 0.51% | |
| Peer median | 0.43% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.2M at the end of plan year 2021 to $3.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 298 | $3.3M | $135K | $791 | 0.51% | Not published | Form 5500 ↗ |
| 2023 | 292 | $2.7M | $122K | $680 | 0.63% | Not published | Form 5500 ↗ |
| 2022 | 273 | $2.2M | $107K | $582 | 0.20% | Not published | Form 5500 ↗ |
| 2021 | 303 | $3.2M | $118K | $609 | 0.00% | Not published | Form 5500 ↗ |
Common questions
Does Sally Beauty Holdings match 401(k) contributions?
The match terms for the Sally Beauty de Puerto Rico, Inc. Coda Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $135K in employer contributions, about $791 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sally Beauty Holdings 401(k) match vested?
The vesting schedule for the Sally Beauty de Puerto Rico, Inc. Coda Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sally Beauty Holdings 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Great-West Life & Annuity Insurance. The plan administrator is Sally Beauty Holdings, Inc..
I left Sally Beauty Holdings. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sally Beauty Holdings, Inc., (800) 777-5706) or the recordkeeper, Great-West Life & Annuity Insurance. The Sally Beauty Holdings old 401(k) page lists the contacts from every plan filing. Find an old Sally Beauty Holdings 401(k)
Data from the public Form 5500 annual reports Sally Beauty Holdings filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sally Beauty Holdings. Not financial advice. Report a correction · Methodology