# Wella Operations Us LLC 401(k) Plan
Source: https://planprovider.pro/companies/wella-operations-us-llc-401k-plan

> Wella Operations Us LLC's 401(k) plan: 594 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [MORGAN STANLEY DOMESTIC HOLDIN](https://planprovider.pro/provider/morgan-stanley) — NONE

- [JGD & ASSOCIATES LLP](https://planprovider.pro/provider/jgd-and-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|

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