Hain Celestial 401(k) Plan

The Hain Celestial Group 401(k) Plan is a defined contribution plan established July 1, 1990 for eligible employees of The Hain Celestial Group, Inc. and subsidiaries. As of December 31, 2024, the plan had 959 active participants and total net assets of $98.7 million. Transamerica Retirement Solutions serves as recordkeeper. Effective July 1, 2025, the plan transitions from discretionary matching contributions to a 50% match on the first 6% of compensation.

Participants: 1,870 Plan assets: $98,742,702 Plan number: 001 Form 5500 plan year: 2024 Last verified: Jun 16, 2026 View Form 5500
Match
Discretionary matching contribution as determined by Company management; effective July 1, 2025, the match becomes 50% of the first 6% of eligible pay.
Vesting
Participants are 100% vested immediately in all contributions, including employer discretionary matching contributions and earnings thereon.
Investment Options
29 funds
Auto-Enrollment
Effective June 1, 2018, new employees are auto-enrolled with a 3% pretax deferral into the appropriate target date fund, with opt-out available within 30 days; effective January 1, 2021, plan implements annual 1% auto-escalation, up to 10%
Plan Size
$98,742,702

By Zac Murphy, CFA charterholder and CFP professional. Published June 16, 2026. Verified against Form 5500 plan year 2024.

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Fund lineup

Fund Asset Class Type
Cash Reserve Account Money Market Active
Allspring Special Small Cap Value R6 US Small Cap Active
American Century Small Cap Growth R6 US Small Cap Active
American Funds 2010 Target Date Retirement R6 Target-date Other
American Funds 2015 Target Date Retirement R6 Target-date Other
American Funds 2020 Target Date Retirement R6 Target-date Other
American Funds 2025 Target Date Retirement R6 Target-date Other
American Funds 2030 Target Date Retirement R6 Target-date Other
American Funds 2035 Target Date Retirement R6 Target-date Other
American Funds 2040 Target Date Retirement R6 Target-date Other
American Funds 2045 Target Date Retirement R6 Target-date Other
American Funds 2050 Target Date Retirement R6 Target-date Other
American Funds 2055 Target Date Retirement R6 Target-date Other
American Funds 2060 Target Date Retirement R6 Target-date Other
American Funds EuroPacific Growth R6 International Equity Active
American Funds Growth Fund of America R6 US Large Cap Active
BNY Small Cap Stock Index I US Small Cap Index
BlackRock Health Sciences Opportunities K US Large Cap Active
Invesco Developing Markets R6 Emerging Markets Active
Invesco Real Estate R6 Real Estate Active
JHancock ESG Large Cap Core R6 US Large Cap Active
JPMorgan Equity Income R6 US Large Cap Active
JPMorgan International Equity R6 International Equity Active
MFS Mid Cap Growth R6 US Mid Cap Active
PGIM Total Return Bond R6 US Bonds Active
T. Rowe Price Mid-Cap Value I US Mid Cap Active
iShares Russell Mid-Cap Index K US Mid Cap Index
iShares S&P 500 Index K US Large Cap Index
Reliance/MetLife Stable 25053 Class 0 Stable Value Other

Why our allocations use only index funds

The actively managed funds in this plan cost more per year than the plan's index funds, which run roughly 0.02% to 0.06%. Decades of research on long-term active fund performance do not support reliable outperformance net of fees, which is why the allocation ideas below may consider using only the low-cost index options.

Employer match

Match summary
Discretionary matching contribution as determined by Company management; effective July 1, 2025, the match becomes 50% of the first 6% of eligible pay.
Match cap --
Effective match rate --
Vesting Participants are 100% vested immediately in all contributions, including employer discretionary matching contributions and earnings thereon.
Waiting period As of September 1, 2020, employees may participate with no age restriction and no service requirement.

Sources

  • Plan metadata (employer, participants, assets, plan year): Form 5500 annual return/report, plan year 2024 -- view filing
  • Summary Plan Description (SPD) and fee disclosure (404a-5), where available from the plan administrator.

This page is for educational purposes only and does not constitute investment, tax, or legal advice, nor a recommendation to buy or sell any security. Information is drawn from public Form 5500 filings and plan documents and may be incomplete or out of date. You may consider consulting a qualified professional and confirming all details with your plan administrator before making decisions. Waterfall Planning is not affiliated with The Hain Celestial Group.

Find your risk profile

Answer 13 questions to see which allocation fits your situation.

Question 1 of 13

Risk assessment methodology based on Grable, J. E., & Lytton, R. H. (1999). Financial risk tolerance revisited: The development of a risk assessment instrument. Financial Services Review, 8, 163-181.

Allocation ideas

Five sample mixes built from this plan's funds, from conservative to growth. Take the assessment above to see which one fits your risk profile.

Recommended for you (based on your risk profile)
Conservative
Conservative

Capital preservation with minimal market exposure, built from bonds and stable value.

US equity   International   Bonds   Stable value
PGIM Total Return Bond R6 70%
Cash Reserve Account 30%
0% stocks / 100% bonds
Recommended for you (based on your risk profile)
Income & A Little Growth
Income & A Little Growth

Mostly bonds with a small stock sleeve for modest growth.

US equity   International   Bonds   Stable value
PGIM Total Return Bond R6 49%
Cash Reserve Account 21%
iShares S&P 500 Index K 19%
American Funds EuroPacific Growth R6 8%
BNY Small Cap Stock Index I 3%
30% stocks / 70% bonds
Recommended for you (based on your risk profile)
Balanced
Balanced

A classic 60/40 split of stocks and bonds.

US equity   International   Bonds   Stable value
iShares S&P 500 Index K 39%
PGIM Total Return Bond R6 28%
American Funds EuroPacific Growth R6 15%
Cash Reserve Account 12%
BNY Small Cap Stock Index I 6%
60% stocks / 40% bonds
Recommended for you (based on your risk profile)
Growth & Income
Growth & Income

Stock-heavy with a bond cushion for a long horizon.

US equity   International   Bonds   Stable value
iShares S&P 500 Index K 52%
American Funds EuroPacific Growth R6 20%
PGIM Total Return Bond R6 14%
BNY Small Cap Stock Index I 8%
Cash Reserve Account 6%
80% stocks / 20% bonds
Recommended for you (based on your risk profile)
Growth
Growth

All stocks for maximum long-term growth potential, with higher short-term volatility.

US equity   International   Bonds   Stable value
iShares S&P 500 Index K 65%
American Funds EuroPacific Growth R6 25%
BNY Small Cap Stock Index I 10%
100% stocks / 0% bonds
Stay on track

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  • How to keep costs low with index funds
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These allocation ideas are educational illustrations built from this plan's available funds and a standard risk-tolerance assessment. They are not personalized investment advice or a recommendation, and risk tolerance is only one factor in an investment decision. You may consider consulting a qualified professional before making changes to your account.