Plan Snapshot
- Plan Sponsor: Lvmh INC.
- Sponsor EIN: 133870253
- Sponsor Address: 19 EAST 57TH STREET, NEW YORK, NY, 10022
- Plan Type: 401(k)
- Total Participants: 12,956
- Total Assets: $1.1B
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 12,956 | $1.1B | $50.0M | $83.3M |
| 2023 | 11,775 | $954.0M | $40.5M | $75.0M |
| 2022 | 11,214 | $751.9M | $28.0M | $65.3M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $120,780 | — | $120,780 |
| WEAVER AND TIDWELL LLP | ACCOUNTANT | $23,100 | — | $23,100 |
| ONEDIGITAL TOPCO LLC | INVESTMENT ADVISOR | $21,250 | — | $21,250 |
| WRITE ON TARGET | OTHER SERVICES | $5,375 | — | $5,375 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- WEAVER AND TIDWELL LLP — ACCOUNTANT
- ONEDIGITAL TOPCO LLC — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $170,505
- Estimated Expense Ratio: 0.015% of plan assets
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 | -$336,139 | $144,944 | $1,500 | $23,100 | — |
| 2023 | -$109,619 | $143,936 | $300 | $38,000 | — |
| 2022 | -$141,387 | $101,530 | — | — | — |