# Estee Lauder, INC. DB Plan
Source: https://planprovider.pro/companies/estee-lauder-inc-plan

> Estee Lauder, INC.'s DB plan: 8,377 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|NONE|$862,890|$1,897|$864,787|

| MORGAN STANLEY|NONE|$557,690|—|$557,690|

| LINDSELL TRAIN LTD|NONE|$300,576|—|$300,576|

| SILCHESTER INTERNATIONAL|NONE|$264,471|—|$264,471|

| TOWERS WATSON INVESTMENT SERVICE|NONE|$193,656|—|$193,656|

| LEGAL & GENERAL INVESTMENT|NONE|$121,783|—|$121,783|

| MERCER|NONE|$105,485|—|$105,485|

| GRANT THORNTON LLP|NONE|$67,895|—|$67,895|

| FIDUCIARY TRUST|NONE|$57,298|—|$57,298|

| LOOMIS SAYLES AND COMPANY LP|NONE|$45,499|—|$45,499|

| FIDELITY INVESTMENTS INSTITUTIONAL|NONE|$44,375|—|$44,375|

| BLACKROCK INSTITUTIONAL TRUST CO|NONE|$37,604|—|$37,604|

| THE NORTHERN TRUST COMPANY|NONE|$24,306|—|$24,306|

| HOSKING PARTNERS|NONE|$18,393|—|$18,393|

| CURCIO WEBB|NONE|$15,137|—|$15,137|

| STATE STREET GLOBAL ADVISORS|NONE|$12,755|—|$12,755|

| PILLSBURY WINTHROP LLP|NONE|$10,947|—|$10,947|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ALIGHT SOLUTIONS LLC](https://planprovider.pro/provider/alight-solutions) — NONE

- [MORGAN STANLEY](https://planprovider.pro/provider/morgan-stanley) — NONE

- [GRANT THORNTON LLP](https://planprovider.pro/provider/grant-thornton-llp) — NONE

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — NONE

## 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|

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