Plan Snapshot
- Plan Sponsor: The Mentholatum Company
- Sponsor EIN: 160709461
- Sponsor Address: 707 STERLING DRIVE, ORCHARD PARK, NY, 141271557
- Plan Type: 401(k)
- Total Participants: 275
- Total Assets: $49.1M
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 | 275 | $49.1M | $1.2M | $1.9M |
| 2023 | 170 | $39.0M | $895,413 | $1.5M |
| 2022 | 170 | $34.7M | $871,612 | $1.5M |
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 |
|---|---|---|---|---|
| JOHN HANCOCK | RETAINED BY EMPLOYER | $70,471 | — | $70,471 |
| UBS FINANCIAL SERVICES, INC. | RETAINED BY EMPLOYER | $59,214 | — | $59,214 |
| FREED MAXICK P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RETAINED BY EMPLOYER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $129,685
- Estimated Expense Ratio: 0.264% 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 | $129,685 | $63,260 | $66,425 | — | — |
| 2023 | $101,309 | $51,036 | $50,273 | — | — |
| 2022 | $110,195 | $37,537 | $72,658 | — | — |