Plan Ledger DOL Form 5500 · updated monthly

Isagenix International LLC401(k)

ISAGENIX INTERNATIONAL LLC 401(K) PROFIT SHARING PLAN AND TRUST · GILBERT, AZ · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

Isagenix International LLC reported $43,275 in plan administrative expenses for 2024: 0.10% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,535 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 0.17% to 0.10%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other manufacturing employers. By assets it is the 214th-largest of 1,285 plans among Arizona employers on file, and the 3,454th of 13,661 in manufacturing. In 2024, employees put in $2.47 for every $1.00 the employer contributed; active participation has shrunk from 361 to 236 since 2022.

Plan summary
Net assets, end of year$43,730,482
Participants with balances486
Active participants236
Employer contributions$834,174
Employee contributions$2,056,734
Employer contribution per active participant$3,535
Average account balance$89,980
Benefits paid to participants$6,673,619
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$43.7M · 486 accts · $834K emplr
2023$41.5M · 528 accts · $1.1M emplr
2022$37.5M · 604 accts · $1.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$6,200
Investment management$37,075
Total administrative$43,275
The Isagenix International LLC 401(k) match · 2024
Employer contribution per active participant$3,535
Median for plans this size$2,416
2024$3,535 per active participant
2023$4,447 per active participant
2022$3,766 per active participant

Isagenix International LLC's 2024 employer contribution ran above 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 · 20242
MORGAN STANLEY SMITH BARNEY LLC · Investment advisory (participants)$37,076
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$6,200

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$43,275 · 0.10%
2023$54,029 · 0.14%
2022$70,623 · 0.17%
Same employer
Similar plansManufacturing · Arizona
Align Precision Corp. AZ$50.9M · 0.59%
United Dairymen of Arizona AZ$49.2M · 0.26%
Sk Food Group, Inc. AZ$47.9M · 0.30%
Jx Metals USA, Inc AZ$38.9M · 0.04%
Smarthealth, Inc. AZ$35.9M · 0.12%
Tpi Composites, Inc. AZ$34.0M · 0.50%
Ascent Lifting, Inc. AZ$32.9M · 0.13%

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Source: U.S. Department of Labor, Form 5500 series, EIN 721532513 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.