Plan Snapshot
- Plan Sponsor: Levi Strauss & Co.
- Sponsor EIN: 940905160
- Sponsor Address: 1155 BATTERY STREET, SAN FRANCISCO, CA, 941111203
- Plan Type: 401(k)
- Total Participants: 6,160
- Total Assets: $1.0B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 6,160 | $1.0B | $21.8M | $28.3M |
| 2023 | 6,385 | $939.4M | $23.9M | $30.3M |
| 2022 | 6,064 | $787.6M | $22.6M | $28.3M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| BAKER TILLY US | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $501,636 | $371,132 | $900 | — | — |
| 2023 | $570,146 | $384,624 | — | — | — |
| 2022 | $464,912 | $420,222 | — | — | — |