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Original filing (PDF)20250731063630NAL0009873538001
NEWELL OPERATING COMPANY
Form 5500
FILING_RECEIVED
NEWELL BRANDS EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 2
1 failed disclosure6 service providers
Active participants
9,070
Accounts w/ balance
18,915
Plan assets (EOY)
$1.8B
Net assets (EOY)
$1.8B
How this plan invests
This plan
23 pooled trusts
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
85
Concentration risk
100
Total plan cost
80
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
- 7 bps in Schedule C fees — modestly above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEWELL OPERATING COMPANY.
Plan sponsor
Name
NEWELL OPERATING COMPANY
EIN
36-1953130
Address
5 CONCOURSE PARKWAY NE · 8TH FLOOR · ATLANTA, GA · 30328
Phone
(770) 418-7000
Industry
Manufacturingsee all
Plan administrator
Name
U.S BENEFITS ADMINISTRATION COMMITTEE
EIN
36-1953130
City
ATLANTA, GA
Phone
(770) 418-7000
Plan characteristics
Plan number
012
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-31
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2O · ESOP (non-leveraged)
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3J · U.S. plan covering Puerto Rico residents
Audit & trust (Schedule H)
Auditor
FORVIS MAZARS, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $614K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $365K | — |
| NEPC, LLC | 26-1429809 | — | INVESTMENT ADVISOR | $157K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORVIS MAZARS | 44-0160260 | — | ACCOUNTANT/AUDITOR | $77K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FISHER & PHILLIPS | 58-0619559 | — | ATTORNEY/LEGAL | $6K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWELL OPERATING COMPANY | — | ATLANTA, GA | ADMINISTRATIVE | $11K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
4 direct securities · 23 pooled funds· $1.7B(99% 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
$1.6B
23 holdings
Uncategorized
$101.0M
4 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX X STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 097 | Common Collective Trust | — | — | $255.7M | 14.5% | |
| FID FRDM BLND 2035 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 092 | Common Collective Trust | — | — | $205.8M | 11.7% | |
| FID FRDM BLND 2030 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 091 | Common Collective Trust | — | — | $197.3M | 11.2% | |
| FID FRDM BLND 2040 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 093 | Common Collective Trust | — | — | $152.3M | 8.7% | |
| FID FRDM BLND 2045 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 094 | Common Collective Trust | — | — | $135.7M | 7.7% | |
| FID FRDM BLND 2025 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 090 | Common Collective Trust | — | — | $125.1M | 7.1% | |
| MIP II CL 3 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 025 | Common Collective Trust | — | — | $109.2M | 6.2% | |
| FID FRDM BLND 2050 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 095 | Common Collective Trust | — | — | $86.6M | 4.9% | |
| FID FRDM BLND 2055 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 113 | Common Collective Trust | — | — | $64.5M | 3.7% | |
| FID FRDM BLND 2020 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 089 | Common Collective Trust | — | — | $54.4M | 3.1% | |
| Self-directed Brokerage Accounts Brokerage | — | — | — | $52.4M | 3.0% | |
| SS US EXT MARKET X STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 330 | Common Collective Trust | — | — | $51.8M | 2.9% | |
| FID FRDM BLND 2060 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 147 | Common Collective Trust | — | — | $44.6M | 2.5% | |
| SS GACEQ EXUS IDX X STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $44.2M | 2.5% | |
| T. Rowe Price Small-Cap Stock Fund I Class Mutual Fund ** $ | — | — | — | $36.8M | 2.1% | |
| FIAM CORE PLUS CL N FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 052 | Common Collective Trust | — | — | $35.8M | 2.0% | |
| FID FRDM BLND 2015 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 088 | Common Collective Trust | — | — | $21.2M | 1.2% | |
| CG EUROPAC GRTH U4 CAPITAL BANK AND TRUST COMPANY · EIN 95-6597294 / PN 661 | Common Collective Trust | — | — | $18.5M | 1.1% | |
| SS US BOND INDEX X STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 178 | Common Collective Trust | — | — | $16.3M | 0.9% | |
| Newell Brands Inc. Common Stock | — | — | — | $10.8M | 0.6% | |
| FID FRDM BLND 2010 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 087 | Common Collective Trust | — | — | $7.7M | 0.4% | |
| FID FRDM BLEND INC B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 085 | Common Collective Trust | — | — | $7.6M | 0.4% | |
| FID FRDM BLND 2065 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 168 | Common Collective Trust | — | — | $3.6M | 0.2% | |
| Fidelity Government Money Market Fund - Premium Mutual Fund | — | — | — | $883K | <0.1% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $0 | <0.1% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $0 | <0.1% | |
| FID FRDM BLND 2005 B FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 086 | Common Collective Trust | — | — | $0 | <0.1% |