Plan Snapshot
- Plan Sponsor: Unilever United States, INC
- Sponsor EIN: 132915928
- Sponsor Address: 700 SYLVAN AVE, ENGLEWOOD CLIFFS, NJ, 076323113
- Plan Type: 401(k)
- Total Participants: 2,420
- Total Assets: $205.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 2,420 | $205.2M | $5.8M | $15.9M |
| 2023 | 1,805 | $128.1M | $4.3M | $12.1M |
| 2022 | 1,367 | $84.9M | $3.4M | $9.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | NONE | $113,429 | — | $113,429 |
| AON - STROZ FRIEDBERG | NONE | $8,316 | — | $8,316 |
| WALLACH & ASSOCIATES | NONE | $5,876 | — | $5,876 |
| KPMG | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — NONE
- KPMG — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $127,621
- Estimated Expense Ratio: 0.062% 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 | $130,444 | — | — | — | — |
| 2023 | $104,483 | — | — | — | — |
| 2022 | $89,098 | — | — | — | — |