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Original filing (PDF)20251014155902NAL0001653523001
ESSITY NORTH AMERICA INC.
Form 5500
FILING_RECEIVED
ESSITY NORTH AMERICA INVESTMENT & RETIREMENT PLAN
401(k) retirement plan
Active participants
3,118
Accounts w/ balance
4,867
Plan assets (EOY)
$912.8M
Net assets (EOY)
$912.8M
How this plan invests
This plan
14 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 6 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ESSITY NORTH AMERICA INC..
Plan sponsor
Name
ESSITY NORTH AMERICA INC.
EIN
23-3061590
Address
2929 ARCH STREET · CIRA CENTRE, SUITE 2600 · PHILADELPHIA, PA · 19104
Phone
(610) 546-4920
Industry
Manufacturingsee all
Plan administrator
Name
ESSITY BENEFITS STEERING COMMITTEE
EIN
23-3061590
City
PHILADELPHIA, PA
Phone
(610) 546-4920
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
TORRILLO AND ASSOCIATES LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP | 23-1945930 | — | RECORDKEEPER | $57K | — |
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD ADVISORS INC. | 23-2811930 | — | ADVISOR | $135K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $38K | — |
Investments
12 direct securities · 14 pooled funds· $942.3M(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.
Common Collective Trust
$491.7M
14 holdings
Uncategorized
$450.6M
12 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Institutional Index Fund | — | — | — | $169.3M | 18.5% | |
| VANGUARD TARGET 2030 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083978 / PN 001 | Common Collective Trust | — | — | $76.8M | 8.4% | |
| VANGUARD TARGET 2035 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083976 / PN 001 | Common Collective Trust | — | — | $59.4M | 6.5% | |
| WINSLOW LARGE CAP C SEI TRUST COMPANY · EIN 27-3441498 / PN 043 | Common Collective Trust | — | — | $58.5M | 6.4% | |
| VANGUARD TARGET 2040 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083974 / PN 001 | Common Collective Trust | — | — | $53.4M | 5.8% | |
| Vanguard Retirement Savings Trust III | — | — | — | $46.2M | 5.1% | |
| VANG RET SAV TR III VANGUARD FIDUCIARY TRUST COMPANY · EIN 38-7041024 / PN 024 | Common Collective Trust | — | — | $46.2M | 5.1% | |
| Vanguard Windsor II Fund | — | — | — | $44.3M | 4.9% | |
| VANGUARD TARGET 2025 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083980 / PN 001 | Common Collective Trust | — | — | $42.0M | 4.6% | |
| VANGUARD TARGET 2045 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083972 / PN 001 | Common Collective Trust | — | — | $41.8M | 4.6% | |
| VANGUARD TARGET 2050 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083970 / PN 001 | Common Collective Trust | — | — | $39.2M | 4.3% | |
| Vanguard Total International Stock Index Fund | — | — | — | $30.8M | 3.4% | |
| Vanguard Extended Market Index Fund | — | — | — | $30.0M | 3.3% | |
| Metropolitan West Total Return Bond Fund | — | — | — | $29.1M | 3.2% | |
| DFA World U.S. Core Equity Fund | — | — | — | $23.9M | 2.6% | |
| VANGUARD TARGET 2020 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083982 / PN 001 | Common Collective Trust | — | — | $22.3M | 2.4% | |
| Vanguard Total Bond Market Index Fund | — | — | — | $21.6M | 2.4% | |
| VANGUARD TARGET 2055 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 27-6715091 / PN 001 | Common Collective Trust | — | — | $19.4M | 2.1% | |
| Vanguard Explorer Fund | — | — | — | $18.4M | 2.0% | |
| Vanguard Federal Money Market Fund | — | — | — | $17.3M | 1.9% | |
| VANGUARD TARGET INC TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 90-6083967 / PN 001 | Common Collective Trust | — | — | $15.2M | 1.7% | |
| VANGUARD TARGET 2060 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-3799419 / PN 001 | Common Collective Trust | — | — | $12.2M | 1.3% | |
| Victory Integrity Small-Cap Value Fund | — | — | — | $10.9M | 1.2% | |
| maturities through 2044 | — | — | — | $8.8M | 1.0% | |
| VANGUARD TARGET 2065 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6194314 / PN 001 | Common Collective Trust | — | — | $4.6M | 0.5% | |
| VANGUARD TARGET 2070 TRUST II VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7039453 / PN 001 | Common Collective Trust | — | — | $735K | <0.1% |