Laura Wesley signed Unilever TEA MSO USA LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Unilever TEA MSO USA LLC's EIN is 86-2815855.
Download the official 2024 Form 5500 (PDF) for Unilever TEA MSO USA LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Unilever TEA MSO USA LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $44K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom 2035 Fund | Mutual Funds | — | — | $6.8M | 13.3% | |
| Fidelity Freedom 2045 Fund | Mutual Funds | — | — | $6.6M | 12.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $6.0M | 11.8% | |
| Fidelity Freedom 2055 Fund | Mutual Funds | — | — | $5.5M | 10.9% | |
| Fidelity Freedom 2030 Fund | Mutual Funds | — | — | $4.7M | 9.2% | |
| Fidelity Freedom 2050 Fund | Mutual Funds | — | — | $4.6M | 9.0% | |
| Fidelity Freedom 2040 Fund | Mutual Funds | — | — | $3.2M | 6.4% | |
| Fidelity Freedom 2025 Fund | Mutual Funds | — | — | $2.6M | 5.1% | |
| Fidelity Freedom 2060 Fund | Mutual Funds | — | — | $1.9M | 3.7% | |
| maturing through October 2035 | Other securities | — | — | $1.9M | 3.7% | |
| Self-directed brokerage accounts * Fidelity BrokerageLink Investments | Self-Directed Brokerage | — | — | $1.8M | 3.6% | |
| Fidelity Global ex U.S. Index Fund | Common Collective Trusts | — | — | $1.3M | 2.5% | |
| T. Rowe Price Dividend Growth Fund | Mutual Funds | — | — | $967K | 1.9% | |
| Fidelity Freedom 2070 Fund ** 246 * Fidelity Freedom Income Fund | Mutual Funds | — | — | $808K | 1.6% | |
| Fidelity Managed Income Portfolio Fund | Mutual Funds | — | — | $765K | 1.5% | |
| Fidelity U.S. Bond Index Fund | Common Collective Trusts | — | — | $685K | 1.3% | |
| Fidelity Freedom 2065 Fund | Mutual Funds | — | — | $336K | 0.7% | |
| Fidelity Freedom 2020 Fund | Mutual Funds | — | — | $245K | 0.5% | |
| Fidelity Government Money Market Fund | Mutual Funds | — | — | $49K | <0.1% | |
| Fidelity Freedom 2015 Fund | Mutual Funds | — | — | $3K | <0.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
