Plan Ledger DOL Form 5500 · updated monthly

Shaklee Corporation401(k)

SHAKLEE 401(K) RETIREMENT SAVINGS PLAN · PLEASANTON, CA · plan year 2024

Reported admin expense ratio · 2024
0.09%

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

Shaklee Corporation reported $56,182 in plan administrative expenses for 2024: 0.09% of average plan assets, below the peer median. Employer contributions averaged $3,831 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 0.08% to 0.09%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 1,418th-largest of 9,483 plans among California employers on file, and the 2,602nd of 13,661 in manufacturing. In 2024, employees put in $2.88 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$65,079,332
Participants with balances313
Active participants215
Employer contributions$823,659
Employee contributions$2,370,841
Employer contribution per active participant$3,831
Average account balance$207,921
Benefits paid to participants$8,634,289
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$65.1M · 313 accts · $824K emplr
2023$62.9M · 329 accts · $1.0M emplr
2022$53.9M · 335 accts · $993K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$64,065
Total administrative$56,182
The Shaklee Corporation 401(k) match · 2024
Employer contribution per active participant$3,831
Median for plans this size$3,635
2024$3,831 per active participant
2023$4,623 per active participant
2022$4,336 per active participant

Shaklee Corporation's 2024 employer contribution ran above 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 · 20241
JPMORGAN INVEST HOLDINGS LLC$64,065

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$56,182 · 0.09%
2023$56,481 · 0.10%
2022$48,022 · 0.08%
Same employer
Similar plansManufacturing · California
Datadirect Networks, Inc. CA$66.0M · 0.17%
Taylor-Listug, Inc. CA$65.8M · 0.20%
Jacuzzi Brands LLC CA$65.5M · 0.14%
Spears Manufacturing Co. CA$65.0M · 0.05%
Hydraflow CA$64.9M · 0.00%
Elma Electronic Inc. CA$64.5M · 0.18%
Mattson Technology, Inc. CA$64.3M · 0.15%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 943389365 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.