Plan Snapshot
- Plan Sponsor: Edgewell Personal Care Company
- Sponsor EIN: 431863181
- Sponsor Address: 6 RESEARCH DRIVE, SHELTON, CT, 06484
- Plan Type: 401(k)
- Total Participants: 1,989
- Total Assets: $672.2M
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 | 1,989 | $672.2M | $11.3M | $18.7M |
| 2023 | 2,064 | $615.9M | $11.2M | $18.6M |
| 2022 | 2,074 | $541.0M | $10.5M | $17.5M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISERS INC. | NONE | $345,726 | — | $345,726 |
| THE VANGUARD GROUP, INC. | NONE | $243,225 | — | $243,225 |
| RUBINBROWN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISERS INC. — NONE
- THE VANGUARD GROUP, INC. — NONE
- RUBINBROWN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $588,951
- Estimated Expense Ratio: 0.088% 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 | $578,810 | — | — | — | — |
| 2023 | $530,657 | — | — | — | — |
| 2022 | $524,786 | — | — | — | — |