Plan Snapshot
- Plan Sponsor: Estee Lauder, INC.
- Sponsor EIN: 131871348
- Sponsor Address: 27-01 QUEENS PLAZA NORTH, LONG ISLAND CITY, NY, 11101
- Plan Type: 401(k)
- Total Participants: 9,754
- Total Assets: $3.2B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 9,754 | $3.2B | $52.7M | $103.0M |
| 2023 | 10,680 | $2.7B | $49.7M | $100.2M |
| 2022 | 11,823 | $2.3B | $48.3M | $96.2M |
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 |
|---|---|---|---|---|
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $1,723,814 | $841,116 | — | — | — |
| 2023 | $1,730,158 | $826,285 | — | — | — |
| 2022 | $1,437,629 | $633,070 | $804,559 | — | — |