# Mary Kay INC. 401(k) Plan
Source: https://planprovider.pro/companies/mary-kay-inc-401k-plan

> Mary Kay INC.'s 401(k) plan: 1,459 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mary Kay INC.

- **Sponsor EIN:** 751151701

- **Sponsor Address:** 16251 DALLAS PARKWAY, ADDISON, TX, 75001

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

- **Total Participants:** 1,459

- **Total Assets:** $792.7M

## 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:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 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 MANAGER|$272,689|—|$272,689|

| COOKE & BEILER|INVESTMENT MANAGER|$233,099|—|$233,099|

| EMPOWER RETIREMENT|RECORDKEEPER|$178,024|—|$178,024|

| LOOMIS, SAYLES & COMPANY, L.P.|INVESTMENT MANAGER|$153,972|—|$153,972|

| SAGE ADVISORY|INVESTMENT MANAGER|$141,075|—|$141,075|

| FRONTIER CAPITAL MANAGEMENT|INVESTMENT MANAGER|$103,308|—|$103,308|

| MORGAN STANLEY|CONSULTANT|$75,000|—|$75,000|

| WHITLEY PENN LLP|AUDITOR|$40,020|—|$40,020|

| EMPOWER PLAN SERVICES, LLC|PLAN ADMINISTRATOR|$19,542|—|$19,542|

### Verified Provider Profiles

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

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — CONSULTANT

- [WHITLEY PENN LLP](https://planprovider.pro/provider/whitley-penn-llp) — AUDITOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $1,216,729

- **Estimated Expense Ratio:** 0.153% 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|$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|

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