Mary Kay Inc. Profit Sharing And 401(k) Plan
Sponsored by Mary Kay Inc. · EIN 751151701 · Plan #001
- Total assets
- $793M
- Net assets
- $790M
- Active participants
- 1,459
- With balances
- 2,111
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 |
|---|---|---|
| Lazard Asset Management Llc CRD 122836 | deterministic · 100% | 2024 |
| Loomis, Sayles & Company, L.P. CRD 105377 | fuzzy_auto · 97% | 2024 |
| Sage Advisors, Llc CRD 301328 | fuzzy_auto · 97% | 2024 |
| Frontier Capital Management Co Llc CRD 106274 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lazard Asset Management | Investment advisory (plan), Direct payment from the plan | $272,689 |
| Cooke & Beiler | Investment advisory (plan), Direct payment from the plan | $233,099 |
| Empower Retirement | Recordkeeping | $178,024 |
| Loomis, Sayles & Company, L.P. | Investment advisory (plan), Direct payment from the plan | $153,972 |
| Sage Advisory | Investment advisory (plan), Direct payment from the plan | $141,075 |
| Frontier Capital Management | Investment advisory (plan), Direct payment from the plan | $103,308 |
| Morgan Stanley | Consulting (general) | $75,000 |
| Whitley Penn Llp | Accounting | $40,020 |
| Empower Plan Services, Llc | Recordkeeping, Participant loan processing, Direct payment from the plan | $19,542 |