Plan Snapshot
- Plan Sponsor: Iredale Cosmetics, INC.
- Sponsor EIN: 141769595
- Sponsor Address: 50 CHURCH STREET, GREAT BARRINGTON, MA, 01230
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 229
- Total Assets: $20.0M
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. |
|---|---|---|---|---|
| 2025 | 229 | $20.0M | $0 | $0 |
| 2024 | 214 | $17.8M | $311,188 | $739,255 |
| 2023 | 200 | $16.5M | $316,038 | $758,646 |
| 2022 | 169 | $14.5M | $299,087 | $681,871 |
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 |
|---|---|---|---|---|
| ASCENSUS | Recordkeeper | — | $9,117 | $9,117 |
| VOYA RETIREMENT ADVISORS | Other Service Provider | $7,532 | — | $7,532 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $16,649
- Estimated Expense Ratio: 0.083% 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 |
|---|---|---|---|---|---|
| 2025 | $1,518,912 | $12,756 | $6,275 | — | — |
| 2024 | $15,585 | $9,685 | $5,450 | — | — |
| 2023 | $13,082 | — | $13,082 | — | — |
| 2022 | $11,172 | $11,172 | — | — | — |