Merle Norman Cosmetics 401(k) match, vesting and fees
What Merle Norman Cosmetics' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Merle Norman Cosmetics: employer contribution per participant | $135 | |
| Peer median | $1,847 |
| Merle Norman Cosmetics: average balance | $84,605 | |
| Peer median | $65,512 |
| Merle Norman Cosmetics: admin expenses ÷ assets | 0.25% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $19M at the end of plan year 2021 to $18.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 259 | $18.9M | $30K | $135 | 0.25% | Not published | Form 5500 ↗ |
| 2023 | 264 | $17.6M | $41K | $176 | 0.20% | Not published | Form 5500 ↗ |
| 2022 | 273 | $14M | $28K | $115 | 0.25% | Not published | Form 5500 ↗ |
| 2021 | 264 | $19M | $27K | $120 | 0.28% | Not published | Form 5500 ↗ |
Other Merle Norman Cosmetics plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Merle Norman Cosmetics, Inc. Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Ins. Co, of America | Schedule C ↗ |
| Independent auditor | Holthouse Carlin & Van Trigt LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Merle Norman Cosmetics match 401(k) contributions?
The match terms for the Merle Norman Cosmetics, Inc. 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $30K in employer contributions, about $135 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Merle Norman Cosmetics 401(k) match vested?
The vesting schedule for the Merle Norman Cosmetics, Inc. 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Merle Norman Cosmetics 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is Merle Norman Cosmetics, Inc..
I left Merle Norman Cosmetics. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Merle Norman Cosmetics, Inc., (310) 641-3000) or the recordkeeper, Fidelity Investments Institutional. The Merle Norman Cosmetics old 401(k) page lists the contacts from every plan filing. Find an old Merle Norman Cosmetics 401(k)
Data from the public Form 5500 annual reports Merle Norman Cosmetics filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Merle Norman Cosmetics. Not financial advice. Report a correction · Methodology