L'occitane, Inc. 401(k) Profit Sharing Plan
Sponsored by L'occitane, Inc. · EIN 133844764 · Plan #001
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 835
- With balances
- 468
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mercer (Us) Inc Mercer Investments | Other fees | $72,584 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $36,978 |
| Clifton Larsonallen, Llp | Other fees | $15,750 |
| Empower Advisory Group, Llc | Investment management | $1,708 |