Plan Snapshot
- Plan Sponsor: Essity North America INC.
- Sponsor EIN: 233061590
- Sponsor Address: 2929 ARCH STREET, PHILADELPHIA, PA, 19104
- Plan Type: 401(k)
- Total Participants: 3,118
- Total Assets: $912.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- 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 | 3,118 | $912.8M | $23.7M | $27.5M |
| 2023 | 3,249 | $903.3M | $27.6M | $27.1M |
| 2022 | 3,311 | $801.2M | $25.5M | $24.9M |
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 |
|---|---|---|---|---|
| VANGUARD ADVISORS INC. | ADVISOR | $134,689 | — | $134,689 |
| THE VANGUARD GROUP | RECORDKEEPER | $56,888 | — | $56,888 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $37,707 | — | $37,707 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $6,400 | — | $6,400 |
| TORRILLO AND ASSOCIATES LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- VANGUARD ADVISORS INC. — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- TORRILLO AND ASSOCIATES LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $235,684
- Estimated Expense Ratio: 0.026% 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 | $224,889 | $172,396 | — | — | — |
| 2023 | $228,400 | $171,298 | — | — | — |
| 2022 | $230,727 | — | — | — | — |