The Estee Lauder Companies Retirement Growth Account Plan
Sponsored by Estee Lauder, Inc. · EIN 131871348 · Plan #001
- Total assets
- $949M
- Net assets
- $841M
- Active participants
- 8,377
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
| Lindsell Train Limited CRD 158323 | fuzzy_auto · 96% | 2024 |
| Silchester International Investors Llp CRD 110987 | fuzzy_auto · 94% | 2024 |
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 99% | 2024 |
| Fiduciary First, Llc CRD 150330 | fuzzy_auto · 93% | 2024 |
| Hosking Partners Llp CRD 173527 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alight Solutions Llc | Recordkeeping, Direct payment from the plan, Other fees | $862,890 |
| Morgan Stanley | Investment management, Direct payment from the plan, Investment management fees (direct) | $557,690 |
| Lindsell Train Ltd | Investment management, Direct payment from the plan, Investment management fees (direct) | $300,576 |
| Silchester International | Investment management, Direct payment from the plan, Investment management fees (direct) | $264,471 |
| Towers Watson Investment Service | Investment management, Direct payment from the plan, Investment management fees (direct) | $193,656 |
| Legal & General Investment | Investment management, Direct payment from the plan, Investment management fees (direct) | $121,783 |
| Mercer | Investment management, Direct payment from the plan, Investment management fees (direct) | $105,485 |
| Grant Thornton Llp | Accounting, Other services, Direct payment from the plan | $67,895 |
| Fiduciary Trust | Investment management, Direct payment from the plan, Investment management fees (direct) | $57,298 |
| Loomis Sayles And Company Lp | Investment management, Direct payment from the plan, Investment management fees (direct) | $45,499 |
| Fidelity Investments Institutional | Investment management, Direct payment from the plan, Investment management fees (direct) | $44,375 |
| Blackrock Institutional Trust Co | Trustee (institutional), Trustee (discretionary), Investment management | $37,604 |
| The Northern Trust Company | Custodial (securities), Investment management, Investment management fees (direct) | $24,306 |
| Hosking Partners | Investment management, Direct payment from the plan, Investment management fees (direct) | $18,393 |
| Curcio Webb | Other services, Direct payment from the plan | $15,137 |
| State Street Global Advisors | Custodial (securities), Investment management fees (direct) | $12,755 |
| Pillsbury Winthrop Llp | Legal, Direct payment from the plan | $10,947 |
| Apollo Advisors | Investment management, Direct payment from the plan, Investment management fees (direct) | $2,793 |