Plan Snapshot
- Plan Sponsor: Doterra International LLC
- Sponsor EIN: 261898940
- Sponsor Address: 389 S. 1300 WEST, PLEASANT GROVE, UT, 840623761
- Plan Type: 401(k)
- Total Participants: 1,570
- Total Assets: $83.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,570 | $83.2M | $3.6M | $6.9M |
| 2023 | 2,098 | $74.3M | $3.8M | $7.4M |
| 2022 | 2,389 | $56.4M | $3.8M | $7.1M |
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 |
|---|---|---|---|---|
| TANNER LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TANNER LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $245,687 | $64,706 | $180,886 | — | — |
| 2023 | $213,537 | $68,280 | $145,257 | — | — |
| 2022 | $229,585 | — | $228,469 | — | $834 |