Plan Snapshot
- Plan Sponsor: Conair LLC
- Sponsor EIN: 862493002
- Sponsor Address: 50 MILLSTONE RD. BLDG 100, EAST WINDSOR, NJ, 08520
- Plan Type: DC
- Total Participants: 1,232
- Total Assets: $302.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,232 | $302.8M | $6.7M | $10.1M |
| 2023 | 1,068 | $300.7M | $4.3M | $8.9M |
| 2022 | 1,050 | $298.6M | $5.9M | $8.1M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $171,548 | — | $171,548 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $96,608 | — | $96,608 |
| WISS | ACCOUNTANT/AUDITOR | $38,000 | — | $38,000 |
| UBS FINANCIAL SERVICES INC | INVESTMENT ADVISOR | $30,488 | — | $30,488 |
| IRIS BASHI ASSOCIATES LLC | CONSULTANT | $5,900 | — | $5,900 |
| WEAVER AND TIDWELL LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — ADVISOR
- WISS — ACCOUNTANT/AUDITOR
- UBS FINANCIAL SERVICES INC — INVESTMENT ADVISOR
- WEAVER AND TIDWELL LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $342,544
- Estimated Expense Ratio: 0.113% 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 | $342,544 | $96,608 | $600 | — | — |
| 2023 | $300,127 | — | — | — | — |
| 2022 | $162,949 | — | — | — | — |