Plan Snapshot
- Plan Sponsor: Merle Norman Cosmetics, INC.
- Sponsor EIN: 952948991
- Sponsor Address: 9130 BELLANCA AVE., LOS ANGELES, CA, 90045
- Plan Type: DB
- Total Participants: 185
- Total Assets: $18.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 185 | $18.8M | $0 | $0 |
| 2023 | 190 | $18.9M | $865,000 | $0 |
| 2022 | 176 | $16.8M | $200,000 | $0 |
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 |
|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO, OF AMERICA | RECORDKEEPER | $55,111 | — | $55,111 |
| WELLS FARGO ADVISORS LLC | INVESTMENT ADVISOR | $37,083 | — | $37,083 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $92,194
- Estimated Expense Ratio: 0.490% 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 | $92,194 | $37,083 | — | — | — |
| 2023 | $88,936 | $39,379 | — | — | — |
| 2022 | $65,526 | — | — | — | $65,526 |