AUMdb

Wella Retirement Savings Plan

Sponsored by Wella Operations Us Llc · EIN 852416861 · Plan #001

Total assets
$67.8M
Net assets
$67.8M
Active participants
594
With balances
756

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Investment advisory (participants), Direct payment from the plan $148,926
Morgan Stanley Domestic Holdin Investment management, Direct payment from the plan $77,545
Jgd & Associates Llp Accounting, Direct payment from the plan $12,250
Charles Schwab & Co., Inc. Securities brokerage, Direct payment from the plan, Float revenue $185