Plan Snapshot
- Plan Sponsor: Mary Kay INC.
- Sponsor EIN: 751151701
- Sponsor Address: 16251 DALLAS PARKWAY, ADDISON, TX, 75001
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,975
- Total Assets: $758.4M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,975 | $758.4M | $0 | $0 |
| 2024 | 1,459 | $792.7M | $7.9M | $14.0M |
| 2023 | 1,642 | $768.8M | $8.0M | $14.6M |
| 2022 | 1,770 | $712.9M | $8.8M | $14.6M |
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 |
|---|---|---|---|---|
| LAZARD ASSET MANAGEMENT | Investment Advisor | $224,425 | — | $224,425 |
| EMPOWER RETIREMENT | Recordkeeper | $178,509 | — | $178,509 |
| LOOMIS, SAYLES & COMPANY, L.P. | Investment Advisor | $135,846 | — | $135,846 |
| SAGE ADVISORY | Investment Advisor | $113,773 | — | $113,773 |
| FRONTIER CAPITAL MANAGEMENT | Investment Advisor | $96,047 | — | $96,047 |
| MORGAN STANLEY | Other Service Provider | $75,000 | — | $75,000 |
| WHITLEY PENN LLP | Auditor | $42,438 | — | $42,438 |
| EMPOWER PLAN SERVICES, LLC | Recordkeeper | $22,793 | — | $22,793 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $888,831
- Estimated Expense Ratio: 0.117% 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 | $148,692,528 | $539,751 | $112,966 | $42,348 | — |
| 2024 | $1,311,767 | $810,411 | $127,123 | $40,020 | — |
| 2023 | $1,411,837 | $866,949 | $112,103 | $38,340 | — |
| 2022 | $1,884,749 | $1,450,024 | $52,361 | — | $206,317 |