Plan Ledger DOL Form 5500 · updated monthly

Beiersdorf North America Inc.401(k)

BEIERSDORF NORTH AMERICA 401(K) PLAN · STAMFORD, CT · plan year 2023

Reported admin expense ratio · 2023
0.15%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Beiersdorf North America Inc. reported $246,939 in plan administrative expenses for 2023: 0.15% of average plan assets, above the peer median. Employer contributions averaged $4,373 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 1 year on file its reported administrative ratio rose from 0.05% to 0.15%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 114th-largest of 1,106 plans among Connecticut employers on file, and the 1,265th of 13,661 in manufacturing. In 2023, employees put in $1.84 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$178,059,026
Participants with balances1,619
Active participants1,046
Employer contributions$4,574,029
Employee contributions$8,409,920
Employer contribution per active participant$4,373
Average account balance$109,981
Benefits paid to participants$18,331,579
Plan auditUnmodified (clean) audit opinion
AuditorCROWE LLP
Plan history2
Yearassets · accounts · employer contribution
2023$178.1M · 1,619 accts · $4.6M emplr
2022$150.1M · 1,304 accts · $4.8M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$83,477
Investment management$9,096
Total administrative$246,939
The Beiersdorf North America Inc. 401(k) match · 2023
Employer contribution per active participant$4,373
Median for plans this size$3,659
2023$4,373 per active participant
2022$4,853 per active participant

Beiersdorf North America Inc.'s 2023 employer contribution ran above the $3,659 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
T ROWE PRICE RPS INC · Recordkeeping · Trustee$100,425
FIDUCIENT ADVISORS · Consulting$37,514
THE LAMPO GROUP, INC. · Investment advisory (participants)$9,096

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2023$246,939 · 0.15%
2022$75,172 · 0.05%
Similar plansManufacturing · Connecticut
Sturm, Ruger & Company, Inc. CT$234.7M · 0.01%
Bic Corporation CT$216.6M · 0.02%
Cenveo Worldwide Limited CT$180.0M · 0.16%
Davis-Standard, LLC CT$172.9M · 0.08%
Morris Group, Inc. CT$146.5M · 0.09%

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Source: U.S. Department of Labor, Form 5500 series, EIN 061533189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.