Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › lululemon athletica
lululemon athletica 401(k)
- LULU Nasdaq
- Retail trade
- Wilmington, DE
- EIN 20-3842867
- 1 plan with Schedule H financials
- Plan year 2024
- lululemon athletica inc.
- filed as Lululemon Athletica Inc.
Administrative expenses excluding investment management, per participant · Lululemon Savings Plan · plan year 2024
$68.63
Higher than 34% of the 8,758 plans $50 to 250M that report it.
Source
= $607,503 / 8,852
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010182040NAL0004452451001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010182040NAL0004452451001, received 2025-10-10
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-10.
Cost and contributions
Administrative expenses per participant
$68.63
Higher than 23% of the 9,042 plans $50 to 250M that report it.
Source
= $607,503 / 8,852
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010182040NAL0004452451001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010182040NAL0004452451001, received 2025-10-10
Administrative expenses as a share of assets
0.277%
Higher than 84% of the 9,049 plans $50 to 250M that report it.
Source
= $607,503 / $219,183,927
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010182040NAL0004452451001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010182040NAL0004452451001, received 2025-10-10
Employer contributions per participant
$1,530
Higher than 21% of the 9,105 plans $50 to 250M that report it.
Source
= $13,542,061 / 8,852
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010182040NAL0004452451001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010182040NAL0004452451001, received 2025-10-10
Employer share of total contributions
30.1%
Higher than 52% of the 9,112 plans $50 to 250M that report it.
Source
= $13,542,061 / $45,010,313
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010182040NAL0004452451001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010182040NAL0004452451001, received 2025-10-10
Plan terms, as stated in lululemon athletica inc.'s SEC filings
Vesting
“The Company matches 50% to 75% of the contribution depending on the participant's length of service, and the Company's contribution is subject to a two-year vesting period.”
Form 10-K filed 2026-03-17, for the year ended 2026-02-01 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2026-02-01. Figures cover plan year 2024. The plan document governs.
Plan features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010182040NAL0004452451001, received 2025-10-10
Full record, Lululemon Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | LULULEMON ATHLETICA INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Plan name | LULULEMON SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Sponsor EIN / plan number | 20-3842867 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Sponsor location | WILMINGTON, DE | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Industry (business code) | 448190, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Participants, beginning of year | 19,746 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Active participants | 16,468 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Participants, end of year | 19,862 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Participants with an account balance | 8,852 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Total assets, beginning of year | $167,565,150 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Total assets, end of year | $219,183,927 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Net assets, end of year | $218,383,929 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Total income | $72,624,459 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Net income | $50,917,607 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Employer contributions | $13,542,061 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Participant contributions | $28,130,563 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $3,337,689 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Total contributions | $45,010,313 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Benefit payments | $21,003,248 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $21,706,852 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Total administrative expenses | $607,503 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Contract administrator fees | $607,503 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Administrative expenses excluding investment management | $607,503 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Held in common/collective trusts | $161,239,388 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Held in mutual funds | $56,087,333 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010182040NAL0004452451001, received 2025-10-10 |
| Independent auditor | PRICEWATERHOUSECOOPERS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010182040NAL0004452451001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010182040NAL0004452451001, received 2025-10-10.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| THE VANGUARD GROUP, INC.recordkeeper | NONE | 15 Recordkeeping and information management; 16 Consulting (general); 25 Trustee (directed); 52 Investment management fees paid indirectly by plan; 99 Other fees | $496,629 | yes |
| VANGUARD ADVISERS INC. | NONE | 26 Investment advisory (participants) | $110,874 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251010182040NAL0004452451001, received 2025-10-10.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $167,565,150 | $219,183,927 | 30.8% |
| Participants with a balance | 8,158 | 8,852 | 8.5% |
| Administrative expenses | $506,224 | $607,503 | 20.0% |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $12,871,492 | $13,542,061 | 5.2% |
Prior filing 20240924174040NAL0004869315001, received 2024-09-24; the plan years are contiguous.
Alerts, claims and corrections
Sponsor name as filed: LULULEMON ATHLETICA INC.; SEC registrant: lululemon athletica inc. (CIK 1397187, matched by EIN; display name from the Form 10-K cover).