Plan Snapshot
- Plan Sponsor: Estee Lauder, INC.
- Sponsor EIN: 131871348
- Sponsor Address: 27-01 QUEENS PLAZA NORTH, LONG ISLAND CITY, NY, 11101
- Plan Type: DB
- Total Participants: 8,377
- Total Assets: $949.5M
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 | 8,377 | $949.5M | $37.6M | $0 |
| 2023 | 8,396 | $855.0M | $39.2M | $0 |
| 2022 | 7,965 | $811.9M | $50.0M | $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 |
|---|---|---|---|---|
| ALIGHT SOLUTIONS LLC | Recordkeeper | $862,890 | $1,897 | $864,787 |
| MORGAN STANLEY | Recordkeeper | $557,690 | — | $557,690 |
| LINDSELL TRAIN LTD | Other Service Provider | $300,576 | — | $300,576 |
| SILCHESTER INTERNATIONAL | Other Service Provider | $264,471 | — | $264,471 |
| TOWERS WATSON INVESTMENT SERVICE | Other Service Provider | $193,656 | — | $193,656 |
| LEGAL & GENERAL INVESTMENT | Other Service Provider | $121,783 | — | $121,783 |
| MERCER | Other Service Provider | $105,485 | — | $105,485 |
| GRANT THORNTON LLP | Auditor | $67,895 | — | $67,895 |
| FIDUCIARY TRUST | Other Service Provider | $57,298 | — | $57,298 |
| LOOMIS SAYLES AND COMPANY LP | Other Service Provider | $45,499 | — | $45,499 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $44,375 | — | $44,375 |
| BLACKROCK INSTITUTIONAL TRUST CO | Other Service Provider | $37,604 | — | $37,604 |
| THE NORTHERN TRUST COMPANY | Other Service Provider | $24,306 | — | $24,306 |
| HOSKING PARTNERS | Other Service Provider | $18,393 | — | $18,393 |
| CURCIO WEBB | Other Service Provider | $15,137 | — | $15,137 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $12,755 | — | $12,755 |
| PILLSBURY WINTHROP LLP | Other Service Provider | $10,947 | — | $10,947 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT SOLUTIONS LLC — Recordkeeper
- MORGAN STANLEY — Recordkeeper
- GRANT THORNTON LLP — Auditor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $2,742,657
- Estimated Expense Ratio: 0.289% 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 | $2,765,951 | $1,788,732 | — | $59,600 | — |
| 2023 | $2,778,098 | $1,814,720 | — | $19,420 | — |
| 2022 | $3,087,019 | $2,019,711 | $786,212 | — | $211,395 |