Doterra 401(k) Plan
Sponsored by Doterra International Llc · EIN 261898940 · Plan #001
- Total assets
- $83.2M
- Net assets
- $83.2M
- Active participants
- 1,570
- With balances
- 1,483
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $180,885 |
| Raymond James | Investment advisory (plan), Direct payment from the plan | $64,740 |