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Original filing (PDF)20251010145338NAL0004725843001
COLGATE-PALMOLIVE COMPANY
Form 5500
FILING_RECEIVED
COLGATE-PALMOLIVE COMPANY EMPLOYEES SAVINGS & INVESTMENT PLAN
401(k) retirement plan
Signals · 3
79% in single holdingNo recordkeeper disclosed13 service providers
Active participants
6,041
Accounts w/ balance
8,835
Plan assets (EOY)
$3.3B
Net assets (EOY)
$3.3B
How this plan invests
This plan
1 pooled trust
Schedule D
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Plan's interest in the Master Trust" is 79% of plan.
- 15 bps in Schedule C fees — 209% above peer band of 5 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for COLGATE-PALMOLIVE COMPANY.
Plan sponsor
Name
COLGATE-PALMOLIVE COMPANY
EIN
13-1815595
Address
300 PARK AVENUE · NEW YORK, NY · 10022
Phone
(212) 310-2000
Industry
Manufacturingsee all
Plan administrator
Name
COLGATE-PALMOLIVE EMPLOYEE RELATIONS COMMITTEE
EIN
13-2854931
City
NEW YORK, NY
Phone
(212) 310-2000
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2H · Partial participant-directed accounts
2I · Stock bonus
2J · 401(k) feature
2K · 401(m) arrangement
2P · Leveraged ESOP
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
GRANT THORNTON LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
13 rowsCustodian
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STATE STREET BANK & TRUST COMPANY | 04-1867445 | — | CUSTODIAN | $29K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| T. ROWE PRICE ASSOCIATES, INC. | 52-0556948 | — | INVESTMENT MANAGEMENT | $989K | — |
Trustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | TRUSTEE | $572K | — |
| STATE STREET GLOBAL ADVISORS | 81-4017137 | — | TRUSTEE | $300K | — |
Other
9| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALIGHT SOLUTIONS, LLC | 82-1061233 | — | N/A | $1.1M | — |
| BLACKROCK INST. TRUST CO., N.A. | 94-3112180 | — | N/A | $637K | — |
| WILLIS TOWERS WATSON US LLC | 53-0181291 | — | N/A | $386K | — |
| MORGAN, LEWIS & BOCKIUS | 23-0891050 | — | N/A | $358K | — |
| GSAM STABLE VALUE, LLC | 13-3575636 | — | N/A | $244K | — |
| GRANT THORNTON LLP | 36-6055558 | — | N/A | $142K | — |
| AON INVESTMENTS USA INC. | 36-3109431 | — | N/A | $109K | — |
| ERNST & YOUNG, LLP | 34-6565596 | — | N/A | $95K | — |
| GROOM LAW GROUP | 52-1219029 | — | N/A | $48K | — |
Investments
7 direct securities · 1 pooled fund· $5.8B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$3.3B
7 holdings
Master Trust
$2.6B
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SAVINGS & INVESTMENT MASTER TRUST COLGATE-PALMOLIVE COMPANY · EIN 26-3205775 / PN 102 | Master Trust | — | — | $2.6B | 78.3% | |
| Plan's interest in the Master Trust | — | — | — | $2.6B | 78.3% | |
| Fund D | — | — | $30.2M | $675.3M | 20.7% | |
| Participant loans, maturities ranging from 1 to 25 years | — | — | — | $12.4M | 0.4% | |
| Fund E | — | — | $138K | $11.3M | 0.3% | |
| Fund D | — | — | $653K | $653K | <0.1% | |
| Employee Benefit Temporary Investment FD | — | — | $210K | $210K | <0.1% | |
| Fund E | — | — | $44K | $44K | <0.1% |