Plan Ledger DOL Form 5500 · updated monthly

Iredale Cosmetics, Inc.401(k)

IREDALE COSMETICS, INC. 401(K) PLAN · GREAT BARRINGTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Iredale Cosmetics, Inc. reported $15,585 in plan administrative expenses for 2024: 0.09% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,454 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 rose from 0.07% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is among the smaller plans on file in Massachusetts (1,418th of 2,726), and the 2,093rd of 4,246 in wholesale trade. In 2024, employees put in $2.38 for every $1.00 the employer contributed; active participation has grown from 169 to 214 since 2022.

Plan summary
Net assets, end of year$17,789,854
Participants with balances136
Active participants214
Employer contributions$311,188
Employee contributions$739,255
Employer contribution per active participant$1,454
Average account balance$130,808
Benefits paid to participants$2,241,333
Plan auditUnmodified (clean) audit opinion
AuditorMEYERS BROTHERS KALICKA, PC
Plan history3
Yearassets · accounts · employer contribution
2024$17.8M · 136 accts · $311K emplr
2023$16.5M · 141 accts · $316K emplr
2022$14.5M · 134 accts · $299K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$5,450
Investment management$9,685
Total administrative$15,585
The Iredale Cosmetics, Inc. 401(k) match · 2024
Employer contribution per active participant$1,454
Median for plans this size$2,416
2024$1,454 per active participant
2023$1,580 per active participant
2022$1,770 per active participant

Iredale Cosmetics, Inc.'s 2024 employer contribution ran below the $2,416 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
VOYA RETIREMENT ADVISORS · Investment advisory (participants)$4,342
INTAC ACTUARIAL SERVICES, INC.$2,365
ENVESTNET RETIREMENT SOLUTIONS$1,778
ASCENSUS · Other servicesindirect comp

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$15,585 · 0.09%
2023$13,082 · 0.08%
2022$11,172 · 0.07%
Same employer
Similar plansWholesale Trade · Massachusetts
Ruby Wines, Inc. MA$19.1M · 0.35%
State Garden, Inc. MA$18.6M · 0.10%
Concord Foods, LLC MA$18.3M · 0.06%
Imperial Distributors, Inc. MA$18.0M · 0.34%
Caron Holdings, Inc. MA$17.3M · 0.52%
Brewster Home Fashions, LLC MA$17.0M · 0.02%
Greene Rubber Company Inc MA$16.8M · 0.36%

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Source: U.S. Department of Labor, Form 5500 series, EIN 141769595 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.