Plan Snapshot
- Plan Sponsor: Unilever Tea Mso Usa LLC
- Sponsor EIN: 862815855
- Sponsor Address: 121 RIVER STREET, HOBOKEN, NJ, 07030
- Plan Type: 401(k)
- Total Participants: 378
- Total Assets: $50.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 378 | $50.9M | $2.5M | $2.7M |
| 2023 | 383 | $45.9M | $2.4M | $2.5M |
| 2022 | 355 | $38.7M | $2.3M | $2.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $44,438 | — | $44,438 |
| TURNER,STONE&COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- TURNER,STONE&COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,438
- Estimated Expense Ratio: 0.087% 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 | $44,437 | — | — | — | — |
| 2023 | $34,579 | — | $300 | — | — |
| 2022 | $30,522 | — | — | — | — |