Plan Ledger DOL Form 5500 · updated monthly

Helen of Troy Nevada Corporation401(k)

HELEN OF TROY 401(K) PLAN · EL PASO, TX · plan year 2024

Reported admin expense ratio · 2024
0.13%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Helen of Troy Nevada Corporation reported $200,999 in plan administrative expenses for 2024: 0.13% of average plan assets, below the peer median. Employer contributions averaged $3,159 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.15% to 0.13%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 461st-largest of 5,688 plans among Texas employers on file, and the 293rd of 4,246 in wholesale trade. In 2024, employees put in $2.35 for every $1.00 the employer contributed; active participation has shrunk from 1,443 to 1,286 since 2022.

Plan summary
Net assets, end of year$158,004,629
Participants with balances1,512
Active participants1,286
Employer contributions$4,062,559
Employee contributions$9,542,883
Employer contribution per active participant$3,159
Average account balance$104,500
Benefits paid to participants$21,482,202
Plan auditUnmodified (clean) audit opinion
AuditorLAUTERBACH, BORSCHOW & COMPANY
Plan history3
Yearassets · accounts · employer contribution
2024$158.0M · 1,512 accts · $4.1M emplr
2023$141.2M · 1,535 accts · $3.9M emplr
2022$117.1M · 1,572 accts · $3.9M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136,372
Investment management$6,284
Audit (IQPA)$19,025
Total administrative$200,999
The Helen of Troy Nevada Corporation 401(k) match · 2024
Employer contribution per active participant$3,159
Median for plans this size$3,635
2024$3,159 per active participant
2023$2,839 per active participant
2022$2,733 per active participant

Helen of Troy Nevada Corporation's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$136,372
CAPFINANCIAL PARTNERS, LLC · Investment advisory (plan)$39,318
LAUTERBACH BORSCHOW & COMPANY PC · Accounting / audit$19,025
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$6,284

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$200,999 · 0.13%
2023$184,160 · 0.14%
2022$190,289 · 0.15%
Same employer
Similar plansWholesale Trade · Texas
Morsco Supply, LLC TX$181.6M · 0.06%
Vitol Inc. TX$165.4M · 0.09%
Kubota Tractor Corp. TX$164.4M · 0.01%
Interstate Batteries, Inc. TX$141.4M · 0.23%
Copart, Inc. TX$131.4M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 742804062 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.