Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MALIBU WELLNESS, INC.
EIN 95-3987774cosmeticsLatest filing 2024
Plans
2
Retirement
2
$52.7M assets
Welfare
0
Participants
129
6050 E HANNA AVENUE, STE G - INDIANAPOLIS, IN 46203317-624-7572malibuc.comLinkedIn51-200 employeescosmetics
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $52.7M assets / 129 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MALIBU WELLNESS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$50.4M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MALIBU WELLNESS, INC. 401(K) PLAN
401k
Assets$2.4M
Participants57
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MALIBU WELLNESS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $50.4M | 72 | 2024 | |
| 002 | MALIBU WELLNESS, INC. 401(K) PLAN | 401k | $2.4M | 57 | 2024 |
Retirement plans