Plan Snapshot
- Plan Sponsor: Haleon Us Holdings LLC
- Sponsor EIN: 472931057
- Sponsor Address: 184 LIBERTY CORNER RD., WARREN, NJ, 07059
- Plan Type: 401(k)
- Total Participants: 2,508
- Total Assets: $734.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,508 | $734.8M | $39.2M | $31.5M |
| 2023 | 2,756 | $644.7M | $42.7M | $33.8M |
| 2022 | 2,830 | $518.7M | $16.6M | $12.3M |
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 FINANCIAL ADVISORS, LLC | NONE | $279,997 | — | $279,997 |
| GRANT THORNTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALIGHT FINANCIAL ADVISORS, LLC — NONE
- GRANT THORNTON LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $279,997
- Estimated Expense Ratio: 0.038% 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 | $279,997 | $279,997 | — | — | — |
| 2023 | $228,732 | $228,732 | — | — | — |
| 2022 | $76,572 | $76,572 | — | — | — |