Essity North America Investment & Retirement Plan
Sponsored by Essity North America Inc. · EIN 233061590 · Plan #002
- Total assets
- $913M
- Net assets
- $913M
- Active participants
- 3,118
- With balances
- 4,867
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | fuzzy_auto · 98% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vanguard Advisors Inc. | Investment advisory (participants) | $134,689 |
| The Vanguard Group | Participant loan processing, Other fees | $56,888 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $37,707 |
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $6,400 |