# Conair LLC DC Plan
Source: https://planprovider.pro/companies/conair-llc-plan-001

> Conair LLC&#39;s DC plan: 1,232 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [WISS](https://planprovider.pro/provider/wiss-and-company) — ACCOUNTANT/AUDITOR

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — INVESTMENT ADVISOR

- [WEAVER AND TIDWELL LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/conair-llc-plan-001)

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