Plan Snapshot
- Plan Sponsor: Wella Operations Us LLC
- Sponsor EIN: 852416861
- Sponsor Address: 4500 PARK GRANADA, SUITE 100, CALABASAS, CA, 91302
- Plan Type: 401(k)
- Total Participants: 594
- Total Assets: $67.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 594 | $67.8M | $7.0M | $6.8M |
| 2023 | 648 | $53.1M | $6.2M | $6.4M |
| 2022 | 623 | $35.5M | $5.7M | $5.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $148,926 | — | $148,926 |
| MORGAN STANLEY DOMESTIC HOLDIN | NONE | $77,545 | — | $77,545 |
| JGD & ASSOCIATES LLP | NONE | $12,250 | — | $12,250 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- MORGAN STANLEY DOMESTIC HOLDIN — NONE
- JGD & ASSOCIATES LLP — NONE
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $238,721
- Estimated Expense Ratio: 0.352% 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 | $243,476 | $190,058 | — | $12,250 | — |
| 2023 | $202,006 | $143,933 | $12,500 | — | — |
| 2022 | $126,999 | $23,930 | — | — | $10,000 |