# Shaklee Corporation DB Plan
Source: https://planprovider.pro/companies/shaklee-corporation-plan-002

> Shaklee Corporation's DB plan: 34 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Shaklee Corporation

- **Sponsor EIN:** 943389365

- **Sponsor Address:** 4040 NE 2ND AVENUE, SUITE 321, MIAMI, FL, 33137

- **Plan Type:** DB

- **Total Participants:** 34

- **Total Assets:** $13.8M

## 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|34|$13.8M|$892,078|$0|

| 2023|38|$13.4M|$867,228|$0|

| 2022|40|$13.4M|$692,571|$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|

| PENSION ASSURANCE LLP|Auditor|$34,395|—|$34,395|

### Verified Provider Profiles

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

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,395

- **Estimated Expense Ratio:** 0.249% 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|$416,920|$73,183|—|$34,395|—|

| 2023|$357,295|$54,116|—|$5,680|—|

| 2022|$285,765|$44,029|—|—|$83,270|

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