YOUNG LIVING HOLDINGS, LLC
Plan Contact
- Address: 1538 W. SANDALWOOD DRIVE,LEHI,UT
- Contact person: JEFF HOLDSWORTH
- Phone: (801) 418-8900
Plan General Information
YOUNG LIVING HOLDINGS, LLC Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of YOUNG LIVING HOLDINGS, LLC is $75,554,927.00.This plan was established in 2002.
YOUNG LIVING HOLDINGS, LLC Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in YOUNG LIVING HOLDINGS, LLC is 2243
YOUNG LIVING HOLDINGS, LLC Average Participant Retirement Account Value
In 2023, the average participant retirement account value for YOUNG LIVING HOLDINGS, LLC is $33,684.00
YOUNG LIVING HOLDINGS, LLC Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for YOUNG LIVING HOLDINGS, LLC is $4,911.00.
YOUNG LIVING HOLDINGS, LLC Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in YOUNG LIVING HOLDINGS, LLC is approximately $1,115.00
Investing in this additonal $1,115.00 for 20 years would give you extra $71,376.00, assuming a 10% annual return.
Investing in this additonal $1,115.00 for 20 years would give you extra $71,376.00, assuming a 10% annual return.
YOUNG LIVING HOLDINGS, LLC Total Employer Contribution and Match Rate
In 2023, YOUNG LIVING HOLDINGS, LLC allocates $2,501,507.00 to match its employees' contributions, providing an employer match rate of 45.42% of their contributions
YOUNG LIVING HOLDINGS, LLC Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of YOUNG LIVING HOLDINGS, LLC is 16.50%.
YOUNG LIVING HOLDINGS, LLC Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for YOUNG LIVING HOLDINGS, LLC is 20.14%. This measures the effectiveness of the plan participants' investments in the year.
YOUNG LIVING HOLDINGS, LLC Expense Ratio
In 2023, the investment and administrative expense ratio of YOUNG LIVING HOLDINGS, LLC is 0.31%.
Enrollment Features
YOUNG LIVING HOLDINGS, LLC has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
Self-directed Brokerage: It allows participants or employees to allocate part or all of its account to a self directed brokereage account as an investment option.
Recent Articles
- Need to Withdraw From Your 401(k)? Follow This Order: Hardship Withdrawal, 401(k) Loan, and Penalty Withdrawal
- Maximize Your Cash Returns
- March 2025 MyPlanIQ Portfolio Update
- Roth IRA for Kids? SEP IRA for Rental Income?
- 6 Ways to Cope in Your Retirement Savings & Spending Under the Current DOGE, Tariff Regime
- Outsaving Regular Workers: How Gig Workers & Entrepreneurs Can Save 3x More for Retirement—Up to $70K Tax-Deferred!
- The Hidden Benefit of Emergency Savings Accounts: It’s a ‘Regular’ Savings Account with Free Employer Match
- February 2025 MyPlanIQ Portfolio Update
- Maximizing Your Savings & Investments: The Power of 1% Over Time
Free newsletters
High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …
Puzzled on what to invest?
- We ask a few questions to decide your personal return and risk expectations
- We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a brokerage account
- We monitor and send timely rebalance emails on what investment funds to buy and sell
Looking for ideas to generate income?
- ETF or mutual fund income portfolios for 4-7% annual income
- Dividend stock funds
- Passive real estate investments
- more …
Portfolio Calculator (Simulator)
Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.
Customize Asset Allocation Portfolios
Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.
Retirement Calculator
See how much you can save for retirement.
Investment Calculator
Grow your wealth and see the power of compounding.
Looking for a (forgotten) 401(k)?
Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …