Plan Ledger DOL Form 5500 · updated monthly

Estee Lauder, Inc.401(k)

THE ESTEE LAUDER COMPANIES 401(K) SAVINGS PLAN · LONG ISLAND CITY, NY · plan year 2024

Reported admin expense ratio · 2024
0.06%

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

Estee Lauder, Inc. reported $1,723,814 in plan administrative expenses for 2024: 0.06% of average plan assets, above the peer median. Employer contributions averaged $5,400 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 3 years on file its reported administrative ratio has held roughly steady near 0.058%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other manufacturing employers. By assets it is the 53rd-largest of 5,648 plans among New York employers on file, and the 108th of 13,661 in manufacturing. In 2024, employees put in $1.95 for every $1.00 the employer contributed; active participation has shrunk from 11,823 to 9,754 since 2022.

Plan summary
Net assets, end of year$3,169,369,352
Participants with balances17,976
Active participants9,754
Employer contributions$52,667,130
Employee contributions$102,956,670
Employer contribution per active participant$5,400
Average account balance$176,311
Benefits paid to participants$211,765,614
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$3.2B · 17,976 accts · $52.7M emplr
2023$2.7B · 18,513 accts · $49.7M emplr
2022$2.3B · 18,690 accts · $48.3M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$882,698
Investment management$841,116
Total administrative$1,723,814
The Estee Lauder, Inc. 401(k) match · 2024
Employer contribution per active participant$5,400
Median for plans this size$5,259
2024$5,400 per active participant
2023$4,657 per active participant
2022$4,081 per active participant

Estee Lauder, Inc.'s 2024 employer contribution ran above the $5,259 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
ALIGHT SOLUTIONS LLC · Recordkeeping$882,698
ARROWMARK PARTNERS · Investment management · Securities brokerage$759,935
STATE STREET GLOBAL ADVISORS · Custodial (securities)$65,565
THE NORTHERN TRUST COMPANY · Investment management$15,616
JPMORGAN CHASE BANK, N.A. · Trustee (discretionary) · Investment advisory (plan)indirect comp

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

Recordkeeper by year2
2024Alight
2023Alight

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Administrative cost history3
2024$1,723,814 · 0.06%
2023$1,730,158 · 0.07%
2022$1,437,629 · 0.06%
Similar plansManufacturing · New York
Ropcor, Inc. NY$8.2B · 0.00%
Corning Incorporated NY$4.1B · 0.03%
Hitachi America, LTD. NY$3.6B · 0.06%
Colgate-Palmolive Company NY$3.3B · 0.10%
Eastman Kodak Company NY$2.4B · 0.04%
Moog, Inc. NY$1.9B · 0.05%
Xylem Inc. NY$1.8B · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 131871348 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.