Plan Ledger DOL Form 5500 · updated monthly

Herbalife International of America, Inc.401(k)

HERBALIFE INTERNATIONAL OF AMERICA, INC. EMPLOYEES 401(K) PROFIT SHARING · TORRANCE, CA · plan year 2024

Reported admin expense ratio · 2024
0.07%

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

Herbalife International of America, Inc. reported $296,151 in plan administrative expenses for 2024: 0.07% of average plan assets, above the peer median. Employer contributions averaged $4,821 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 0.10% to 0.07%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other wholesale trade employers. By assets it is the 317th-largest of 9,483 plans among California employers on file, and the 112th of 4,246 in wholesale trade. In 2024, employees put in $1.97 for every $1.00 the employer contributed; active participation has shrunk from 2,779 to 2,229 since 2022.

Plan summary
Net assets, end of year$416,873,534
Participants with balances2,948
Active participants2,229
Employer contributions$10,746,511
Employee contributions$21,151,036
Employer contribution per active participant$4,821
Average account balance$141,409
Benefits paid to participants$51,000,178
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$416.9M · 2,948 accts · $10.7M emplr
2023$377.5M · 3,111 accts · $10.0M emplr
2022$322.0M · 3,367 accts · $11.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$235,776
Investment management$41,250
Audit (IQPA)$19,125
Total administrative$296,151
The Herbalife International of America, Inc. 401(k) match · 2024
Employer contribution per active participant$4,821
Median for plans this size$4,294
2024$4,821 per active participant
2023$4,013 per active participant
2022$4,087 per active participant

Herbalife International of America, Inc.'s 2024 employer contribution ran above the $4,294 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 · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$235,776
NEWPORT GROUP CONSULTING · Investment advisory (plan)$41,250
INSERO AND CO. · Accounting / audit$19,125

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$296,151 · 0.07%
2023$319,821 · 0.09%
2022$336,104 · 0.10%
Same employer
Similar plansWholesale Trade · California
Ingram Micro Inc. CA$741.6M · 0.15%
Epson America, Inc. CA$457.1M · 0.03%
Proponent, Inc. CA$447.3M
Red Bull North America, Inc. CA$419.6M · 0.10%
Patagonia Works CA$405.0M · 0.04%
Resmed Corp. CA$400.6M · 0.09%
Wilbur-Ellis Holdings, Inc. CA$398.0M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 953954565 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.