# Melaleuca, INC. 401(k) Plan
Source: https://planprovider.pro/companies/melaleuca-inc-401k-plan

> Melaleuca, INC.'s 401(k) plan: 2,391 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Melaleuca, INC.

- **Sponsor EIN:** 820399405

- **Sponsor Address:** 4609 WEST 65TH SOUTH, IDAHO FALLS, ID, 83402

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

- **Total Participants:** 2,391

- **Total Assets:** $139.8M

## 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|2,391|$139.8M|$2.1M|$9.0M|

| 2023|2,232|$120.4M|$1.9M|$8.7M|

| 2022|2,169|$101.0M|$3,750|$8.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$237,327|—|$237,327|

| CREATIVE PLANNING LLC|ADVISOR|$70,000|—|$70,000|

| RUDD & COMPANY|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

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [RUDD & COMPANY](https://planprovider.pro/provider/rudd-and-company-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $307,327

- **Estimated Expense Ratio:** 0.220% 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|$307,327|$70,000|$1,200|—|—|

| 2023|$276,188|$70,000|—|—|—|

| 2022|$282,117|—|—|—|—|

## Similar Plans

- [Scentsy, INC.](https://planprovider.pro/companies/scentsy-inc-401k-plan) — 1,150 participants

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