AUMdb

The Estee Lauder Companies 401(k) Savings Plan

Sponsored by Estee Lauder, Inc. · EIN 131871348 · Plan #002

Total assets
$3.2B
Net assets
$3.2B
Active participants
9,754
With balances
17,976

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alight Solutions Llc Recordkeeping, Direct payment from the plan $882,698
Arrowmark Partners Investment management, Securities brokerage, Investment management fees (direct) $759,935
State Street Global Advisors Custodial (securities), Investment management fees (direct), Investment management fees (indirect) $65,565
The Northern Trust Company Investment management, Investment management fees (direct), Float revenue $15,616
Jpmorgan Chase Bank, N.A. Trustee (discretionary), Investment advisory (plan), Investment management $0