# The Mentholatum Company 401(k) Plan
Source: https://planprovider.pro/companies/the-mentholatum-company-401k-plan

> The Mentholatum Company&#39;s 401(k) plan: 275 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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