# Young Living Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/young-living-holdings-llc-401k-plan

> Young Living Holdings, LLC's 401(k) plan: 820 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Young Living Holdings, LLC

- **Sponsor EIN:** 862546118

- **Sponsor Address:** 1538 W. SANDALWOOD DRIVE, LEHI, UT, 84043

- **Plan Type:** 401(k)

- **Total Participants:** 820

- **Total Assets:** $83.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|820|$83.3M|$2.2M|$5.3M|

| 2023|926|$75.6M|$2.5M|$5.5M|

| 2022|1,223|$64.9M|$3.3M|$7.2M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$116,029|—|$116,029|

| ONEDIGITAL INVESTMENT ADVISORS LLC|ADVISOR|$59,967|—|$59,967|

| SQUIRE & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

- [SQUIRE & COMPANY](https://planprovider.pro/provider/squire-and-company-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $175,996

- **Estimated Expense Ratio:** 0.211% 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|$175,612|$59,967|$300|—|—|

| 2023|$231,205|$44,937|$300|—|—|

| 2022|$209,115|—|—|—|—|

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