Employers › Unilever United States › plan 011
Recordkeeping fees per participant · Unilever Advantage Savings Plan · plan year 2024
$41.97
Higher than 30% of the 5,847 plans $50 to 250M that report it.
= $113,454 / 2,703
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015103206NAL0002249187001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015103206NAL0002249187001, received 2025-10-15
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 2025-10-15.
Administrative expenses excluding investment management, per participant
$48.26
Higher than 24% of the 8,758 plans $50 to 250M that report it.
= $130,444 / 2,703
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015103206NAL0002249187001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015103206NAL0002249187001, received 2025-10-15
Administrative expenses per participant
$48.26
Higher than 16% of the 9,042 plans $50 to 250M that report it.
= $130,444 / 2,703
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015103206NAL0002249187001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015103206NAL0002249187001, received 2025-10-15
Administrative expenses as a share of assets
0.064%
Higher than 25% of the 9,049 plans $50 to 250M that report it.
= $130,444 / $205,247,518
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015103206NAL0002249187001, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015103206NAL0002249187001, received 2025-10-15
Employer contributions per participant
$2,161
Higher than 37% of the 9,105 plans $50 to 250M that report it.
= $5,841,618 / 2,703
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015103206NAL0002249187001, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015103206NAL0002249187001, received 2025-10-15
Employer share of total contributions
20.9%
Higher than 21% of the 9,112 plans $50 to 250M that report it.
= $5,841,618 / $27,961,625
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015103206NAL0002249187001, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015103206NAL0002249187001, received 2025-10-15
75.5% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $0 ($48.26 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015103206NAL0002249187001, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | UNILEVER UNITED STATES, INC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Plan name | UNILEVER ADVANTAGE SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Sponsor EIN / plan number | 13-2915928 / 011 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Sponsor location | ENGLEWOOD CLIFFS, NJ | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Industry (business code) | 325600, Manufacturing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Participants, beginning of year | 2,764 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Active participants | 2,420 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Participants, end of year | 3,456 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Participants with an account balance | 2,703 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Total assets, beginning of year | $128,148,583 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Total assets, end of year | $205,247,518 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Net assets, end of year | $205,247,518 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Total income | $45,853,167 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Net income | $29,250,950 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Employer contributions | $5,841,618 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Participant contributions | $15,895,182 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Other contributions (incl. rollovers) | $6,224,825 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Total contributions | $27,961,625 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Benefit payments | $16,443,247 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $16,602,217 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Total administrative expenses | $130,444 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Recordkeeping fees | $113,454 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Administrative expenses excluding investment management | $130,444 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Held in master trusts | $154,955,184 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251015103206NAL0002249187001, received 2025-10-15 |
| Independent auditor | KPMG | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015103206NAL0002249187001, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015103206NAL0002249187001, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | NONE | 37 Participant loan processing; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $113,429 | yes |
| AON - STROZ FRIEDBERG | NONE | 49 Other services; 50 Direct payment from the plan; 99 Other fees | $8,316 | no |
| WALLACH & ASSOCIATES | NONE | 29 Legal; 99 Other fees | $5,876 | 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 20251015103206NAL0002249187001, received 2025-10-15.
UNILEVER US MASTER SAVINGS TRUST (EIN 043458687, PN 014): plan interest $152,667,165, 6.9% of the trust. The trust's own filing (20251015103434NAL0002252099001, received 2025-10-15) reports net assets $2,220,223,661, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
UNILEVER US MASTER SAVINGS TRUST (EIN 043458687, PN 002): plan interest $2,288,019, 2.0% of the trust. The trust's own filing (20251015103636NAL0002154707001, received 2025-10-15) reports net assets $113,715,871, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $128,148,583 | $205,247,518 | 60.2% |
| Participants with a balance | 2,550 | 2,703 | 6.0% |
| Administrative expenses | $104,483 | $130,444 | 24.8% |
| Recordkeeping fees per participant | $40.97 | $41.97 | 2.4% |
| Employer contributions | $4,342,007 | $5,841,618 | 34.5% |
Prior filing 20241012094049NAL0013255587001, received 2024-10-12; the plan years are contiguous.