Plan Snapshot
- Plan Sponsor: Colgate-Palmolive Company
- Sponsor EIN: 133191533
- Sponsor Address: 300 PARK AVENUE, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Plan Number: 100
- Total Participants: 0
- Total Assets: $1.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $1.3B | $782,688 | $0 |
| 2023 | 0 | $1.4B | $0 | $0 |
| 2022 | 0 | $1.4B | $0 | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC | Recordkeeper | $1,472,847 | — | $1,472,847 |
| PIMCO | Other Service Provider | $730,924 | — | $730,924 |
| NISA INVESTMENT ADVISORS, L.L.C. | Other Service Provider | $460,934 | — | $460,934 |
| JP MORGAN CHASE BANK, NA | Custodian / Trustee | $226,444 | $191,230 | $417,674 |
| COVINGTON & BURLING LLP | Other Service Provider | $358,415 | — | $358,415 |
| FRANKLIN TEMPLETON | Other Service Provider | $261,576 | — | $261,576 |
| ACADIAN ASSET MANAGEMENT | Other Service Provider | $233,637 | — | $233,637 |
| AON INVESTMENTS USA INC | Other Service Provider | $197,551 | — | $197,551 |
| BLACKROCK INST. TRUST CO., N.A. | Other Service Provider | $129,826 | — | $129,826 |
| GROOM LAW GROUP, CHARTERED | ERISA Attorney | $96,956 | — | $96,956 |
| ERNST & YOUNG LLP | Auditor | $95,368 | — | $95,368 |
| MORGAN, LEWIS & BROKIUS LLP | ERISA Attorney | $90,307 | — | $90,307 |
| GRANT THORNTON LLP | Other Service Provider | $83,790 | — | $83,790 |
| GMO | Other Service Provider | $68,184 | — | $68,184 |
| BANCO POPULAR DE PUERTO RICO | Other Service Provider | $28,023 | $2,747 | $30,770 |
| ADECCO, USA, INC | Other Service Provider | $30,656 | — | $30,656 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON US LLC — Recordkeeper
- JP MORGAN CHASE BANK, NA — Custodian / Trustee
- GROOM LAW GROUP, CHARTERED — ERISA Attorney
- ERNST & YOUNG LLP — Auditor
- MORGAN, LEWIS & BROKIUS LLP — ERISA Attorney
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $4,759,415
- Estimated Expense Ratio: 0.358% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $4,344,489 | $1,875,183 | $132,000 | — | — |
| 2023 | $6,360,561 | $2,130,315 | $204,136 | — | — |
| 2022 | $4,518,591 | $2,586,051 | $85,487 | — | $1,847,053 |