Plan Snapshot
- Plan Sponsor: Lvmh Moet Hennessy Louis Vuitton, INC.
- Sponsor EIN: 133870253
- Sponsor Address: 19 EAST 57TH STREET, 5TH FLOOR, NEW YORK, NY, 10022
- Plan Type: Health & Welfare
- Plan Number: 511
- Total Participants: 1,768
- Total Assets: $739,574
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,768 | $739,574 | $84,852 | $3.4M |
| 2023 | 1,619 | $645,169 | $77,712 | $3.0M |
| 2022 | 1,369 | $605,866 | $65,692 | $2.5M |
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 |
|---|---|---|---|---|
| UNITED HEALTHCARE SERVICES, LLC | Other Service Provider | $84,852 | — | $84,852 |
| EAG BROADWAY, LLC | Other Service Provider | $17,877 | — | $17,877 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $102,729
- Estimated Expense Ratio: 13.890% 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 | $108,178 | — | $84,852 | $1,795 | — |
| 2023 | $95,568 | — | $77,712 | $1,728 | — |
| 2022 | $81,208 | — | $65,692 | — | $13,748 |