Plan Snapshot
- Plan Sponsor: Dollar Shave Club
- Sponsor EIN: 454200533
- Sponsor Address: 13335 MAXELLA, MARINA DEL REY, CA, 90202
- Plan Type: 401(k)
- Total Participants: 178
- Total Assets: $13.2M
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 | 178 | $13.2M | $408,845 | $1.5M |
| 2023 | 196 | $11.3M | $3,000 | $1.4M |
| 2022 | 195 | $9.2M | $1,141 | $1.6M |
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 | $32,362 | — | $32,362 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $5,296 | — | $5,296 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,658
- Estimated Expense Ratio: 0.286% 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 | $37,658 | $5,296 | — | — | — |
| 2023 | $30,511 | $4,770 | — | — | — |
| 2022 | $33,390 | $4,101 | — | — | — |