Plan Snapshot
- Plan Sponsor: Helen Of Troy Nevada Corporation
- Sponsor EIN: 742804062
- Sponsor Address: 201 E. MAIN, EL PASO, TX, 79901
- Plan Type: 401(k)
- Total Participants: 1,286
- Total Assets: $158.0M
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 | 1,286 | $158.0M | $4.1M | $9.5M |
| 2023 | 1,364 | $141.2M | $3.9M | $9.0M |
| 2022 | 1,443 | $117.1M | $3.9M | $9.4M |
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 |
|---|---|---|---|---|
| LAUTERBACH, BORSCHOW & COMPANY | Auditor | $19,025 | — | $19,025 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $19,025
- Estimated Expense Ratio: 0.012% 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 | $200,999 | $6,284 | $300 | $19,025 | — |
| 2023 | $184,160 | $46,967 | $1,200 | $22,000 | — |
| 2022 | $190,289 | $7 | — | — | — |