Plan Snapshot
- Plan Sponsor: The Mentholatum Company
- Sponsor EIN: 160709461
- Sponsor Address: 707 STERLING DRIVE, ORCHARD PARK, NY, 141271557
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 403
- Total Assets: $54.3M
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. |
|---|---|---|---|---|
| 2025 | 403 | $54.3M | $0 | $0 |
| 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 | Other Service Provider | $74,793 | — | $74,793 |
| UBS FINANCIAL SERVICES, INC. | Other Service Provider | $48,809 | — | $48,809 |
| WITHUMSMITH+BROWN, PC | Auditor | $20,000 | — | $20,000 |
| DOPKINS & COMPANY, LLP | Auditor | $14,923 | — | $14,923 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $158,525
- Estimated Expense Ratio: 0.292% 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 |
|---|---|---|---|---|---|
| 2025 | $5,957,272 | $52,954 | $70,648 | $34,923 | — |
| 2024 | $129,685 | $63,260 | $66,425 | — | — |
| 2023 | $101,309 | $51,036 | $50,273 | — | — |
| 2022 | $110,195 | $37,537 | $72,658 | — | — |