Plan Snapshot
- Plan Sponsor: John Paul Mitchell Systems
- Sponsor EIN: 953504616
- Sponsor Address: 20705 CENTRE POINTE PARKWAY, SANTA CLARITA, CA, 91350
- Plan Type: 401(k)
- Total Participants: 332
- Total Assets: $62.7M
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 | 332 | $62.7M | $2.1M | $2.7M |
| 2023 | 314 | $58.5M | $2.0M | $2.6M |
| 2022 | 308 | $53.4M | $2.5M | $2.2M |
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 |
|---|---|---|---|---|
| HEDMAN PARTNERS LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HEDMAN PARTNERS LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $108,207 | $71,580 | — | — | — |
| 2023 | $102,918 | $70,683 | — | — | — |
| 2022 | $110,839 | $14,915 | — | — | — |