Plan Snapshot
- Plan Sponsor: Avon Products, INC.
- Sponsor EIN: 130544597
- Sponsor Address: 4 INTERNATIONAL DRIVE SUITE 110, RYE BROOK, NY, 10573
- Plan Type: 401(k)
- Plan Number: 003
- Total Participants: 13
- Total Assets: $73.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 13 | $73.3M | $140,157 | $631,816 |
| 2023 | 92 | $195.8M | $729,695 | $1.5M |
| 2022 | 164 | $194.4M | $978,553 | $1.9M |
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 |
|---|---|---|---|---|
| CAPFINANCIAL PARTNERS LLC DBA CAPTR | Other Service Provider | $148,568 | — | $148,568 |
| EMPOWER ANNUITY INSURANCE COMPANY | Other Service Provider | $96,621 | — | $96,621 |
| EMPOWER ADVISORY GROUP, LLC | Other Service Provider | $75,283 | — | $75,283 |
| GALLAGHER BENEFIT SERVICES INC DBA | Investment Advisor | $22,500 | — | $22,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GALLAGHER BENEFIT SERVICES INC DBA — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $342,972
- Estimated Expense Ratio: 0.468% 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 | $342,972 | $246,351 | — | — | — |
| 2023 | $293,322 | $214,693 | — | — | — |
| 2022 | $361,097 | $262,717 | — | — | — |