Plan Snapshot
- Plan Sponsor: Coty INC.
- Sponsor EIN: 133823358
- Sponsor Address: 350 FIFTH AVE. 19TH FLOOR, NEW YORK, NY, 10118
- Plan Type: 401(k)
- Total Participants: 2,009
- Total Assets: $449.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 2,009 | $449.6M | $16.3M | $16.4M |
| 2023 | 1,997 | $400.2M | $15.5M | $15.3M |
| 2022 | 1,978 | $341.1M | $14.0M | $14.1M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | NONE | $655,156 | — | $655,156 |
| DYNAMIC WEALTH ADVISORS | NONE | $14,197 | — | $14,197 |
| SACCO CPA PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES INC — NONE
- SACCO CPA PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $669,353
- Estimated Expense Ratio: 0.149% 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 | $866,323 | $778,066 | — | — | — |
| 2023 | $770,339 | $680,687 | — | — | — |
| 2022 | $748,754 | $12,511 | — | — | — |