Back to filter
Original filing (PDF)20251013092958NAL0001617536001
IHERB, LLC
Form 5500
FILING_RECEIVED
IHERB 401(K) PLAN
401(k) retirement plan
Active participants
1,826
Accounts w/ balance
2,181
Plan assets (EOY)
$110.4M
Net assets (EOY)
$110.4M
How this plan invests
This plan
6 pooled trusts
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (7 bps vs 10 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for IHERB, LLC.
Plan sponsor
Name
IHERB, LLC
EIN
95-4887681
Address
17400 LAGUNA CANYON ROAD SUITE 400 · IRVINE, CA · 92618
Phone
(951) 616-3600
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
3B · Covers self-employed individuals
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $69K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $7K | — |
Investments
20 direct securities · 6 pooled funds· $110.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$98.4M
20 holdings
Common Collective Trust
$12.0M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID 500 INDEX | — | — | — | $18.2M | 16.5% | |
| American Funds AF TRGT DATE 2050 R6 | — | — | — | $12.4M | 11.2% | |
| American Funds AF TRGT DATE 2030 R6 | — | — | — | $11.0M | 10.0% | |
| American Funds AF TRGT DATE 2045 R6 | — | — | — | $9.6M | 8.7% | |
| American Funds AF TRGT DATE 2055 R6 | — | — | — | $8.9M | 8.1% | |
| American Funds AF TRGT DATE 2040 R6 | — | — | — | $8.4M | 7.6% | |
| American Funds AF TRGT DATE 2035 R6 | — | — | — | $8.1M | 7.3% | |
| American Funds AF TRGT DATE 2060 R6 | — | — | — | $6.8M | 6.1% | |
| T. Rowe Price TRP LARGE-CAP GRTH I | — | — | — | $4.0M | 3.6% | |
| American Funds AF TRGT DATE 2025 R6 | — | — | — | $3.7M | 3.3% | |
| HRDG LVNR INTL EQ M GLOBAL TRUST COMPANY · EIN 27-6075499 / PN 003 | Common Collective Trust | — | — | $3.3M | 3.0% | |
| Various Participants Notes Receivable from Participants at Interest Rates of 7.5% to 9.5% | — | — | — | $3.0M | 2.8% | |
| WW S/M CAP VALUE C SEI TRUST COMPANY · EIN 26-2447110 / PN 025 | Common Collective Trust | — | — | $2.5M | 2.3% | |
| WFLD SMMD CP GR EQ A COMERICA BANK & TRUST, N.A. · EIN 82-6648070 / PN 001 | Common Collective Trust | — | — | $2.3M | 2.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 1.8% | |
| PRU CORE PL BD CL 5 PRUDENTIAL TRUST COMPANY · EIN 23-6994310 / PN 165 | Common Collective Trust | — | — | $1.9M | 1.7% | |
| Fidelity FID MID CAP IDX | — | — | — | $996K | 0.9% | |
| American Funds AF TRGT DATE 2065 R6 | — | — | — | $863K | 0.8% | |
| Dodge & Cox DODGE & COX STOCK X | — | — | — | $671K | 0.6% | |
| American Funds AF TRGT DATE 2020 R6 | — | — | — | $644K | 0.6% | |
| Fidelity FID TOTAL INTL IDX | — | — | — | $600K | 0.5% | |
| Fidelity FID US BOND IDX | — | — | — | $335K | 0.3% | |
| Fidelity FID SM CAP IDX | — | — | — | $166K | 0.2% | |
| American Funds AF TRGT DATE 2010 R6 | — | — | — | $16K | <0.1% | |
| American Funds AF TRGT DATE 2015 R6 | — | — | — | $12K | <0.1% | |
| SS REAL ASSET C STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 280 | Common Collective Trust | — | — | $7K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Retail Trade plans
RS AMERICAS, INC.
RS AMERICAS, INC. 401(K)
$110.4M · 911 participants
MBI, INC.
MBI, INC. PROFIT SHARING PLAN & TRUST
$110.4M · 285 participants
GLOBAL INDUSTRIAL COMPANY
GLOBAL INDUSTRIAL COMPANY 401(K) PLAN
$110.1M · 1,239 participants
GROCERY DELIVERY E-SERVICES, INC.
HELLOFRESH 401(K) RETIREMENT SAVINGS PLAN
$105.6M · 8,838 participants
OTC BRANDS, INC.
OTC BRANDS, INC. 401(K) RETIREMENT PLAN
$99.4M · 971 participants
CORNERSTONE BRANDS INC.
QURATE RETAIL GROUP 401(K) RETIREMENT SAVINGS PLAN FOR CORNERSTONE BRANDS
$121.6M · 1,077 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B