Plan Snapshot
- Plan Sponsor: Arbonne International LLC
- Sponsor EIN: 330762250
- Sponsor Address: 21 TECHNOLOGY DRIVE, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 274
- Total Assets: $34.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 274 | $34.8M | $682,475 | $2.1M |
| 2023 | 303 | $31.7M | $656,177 | $2.1M |
| 2022 | 333 | $27.3M | $706,980 | $2.2M |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | Recordkeeper | $45,418 | — | $45,418 |
| TOWERS WATSON INVESTMENT SERVICES | Investment Advisor | $29,941 | — | $29,941 |
| EMPOWER ADVISORY GROUP, LLC | Investment Advisor | $7,418 | — | $7,418 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,777
- Estimated Expense Ratio: 0.238% 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 | $82,777 | $37,359 | — | — | — |
| 2023 | $94,898 | $30,786 | — | $26,608 | — |
| 2022 | $94,280 | $82,704 | $11,576 | — | — |