Plan Snapshot
- Plan Sponsor: Herbalife International Of America, INC.
- Sponsor EIN: 953954565
- Sponsor Address: 950 W 190TH ST, TORRANCE, CA, 905021001
- Plan Type: 401(k)
- Total Participants: 2,229
- Total Assets: $416.9M
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 | 2,229 | $416.9M | $10.7M | $21.2M |
| 2023 | 2,486 | $377.5M | $10.0M | $21.5M |
| 2022 | 2,779 | $322.0M | $11.4M | $23.6M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $235,776 | — | $235,776 |
| NEWPORT GROUP CONSULTING | INVESTMENT ADVISORY | $41,250 | — | $41,250 |
| INSERO AND CO. | ACCOUNTANT | $19,125 | — | $19,125 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INSERO AND CO. — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $296,151
- Estimated Expense Ratio: 0.071% 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 | $296,151 | $41,250 | $235,776 | $19,125 | — |
| 2023 | $319,821 | $70,605 | $249,216 | — | — |
| 2022 | $336,104 | $55,000 | $264,604 | — | $16,500 |