# Iherb, LLC 401(k) Plan
Source: https://planprovider.pro/companies/iherb-llc-401k-plan

> Iherb, LLC's 401(k) plan: 1,826 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Iherb, LLC

- **Sponsor EIN:** 954887681

- **Sponsor Address:** 17400 LAGUNA CANYON ROAD SUITE 400, IRVINE, CA, 92618

- **Plan Type:** 401(k)

- **Total Participants:** 1,826

- **Total Assets:** $110.4M

## 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|1,826|$110.4M|$7.0M|$10.2M|

| 2023|1,768|$84.9M|$6.6M|$9.1M|

| 2022|1,678|$62.9M|$6.6M|$9.1M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$69,441|—|$69,441|

| STRATEGIC ADVISORS, INC.|ADVISOR|$6,610|—|$6,610|

| CLIFTON LARSON ALLEN LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [CLIFTON LARSON ALLEN LLP](https://planprovider.pro/provider/cliftonlarsonallen-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $76,051

- **Estimated Expense Ratio:** 0.069% 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|$76,051|$6,610|—|—|—|

| 2023|$149,180|$83,795|—|—|—|

| 2022|$366,085|$126,365|$239,720|—|—|

## Similar Plans

- [Hims, INC.](https://planprovider.pro/companies/hims-inc-401k-plan) — 1,558 participants

- [Eminent INC.](https://planprovider.pro/companies/eminent-inc-401k-plan) — 1,406 participants

- [Pacific Sunwear Stores LLC](https://planprovider.pro/companies/pacific-sunwear-stores-llc-401k-plan) — 2,263 participants

- [Stitch Fix, INC.](https://planprovider.pro/companies/stitch-fix-inc-plan-001) — 2,336 participants

- [Excelligence Learning Corporation](https://planprovider.pro/companies/excelligence-learning-corporation-401k-plan) — 1,099 participants

- [Thrive Market, INC.](https://planprovider.pro/companies/thrive-market-inc-401k-plan) — 946 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/iherb-llc-401k-plan)

© 2026 PlanProvider.Pro