Lvmh Affiliates' 401(k) Plan, Wines & Spirits
Sponsored by Lvmh Inc. · EIN 135371790 · Plan #002
- Total assets
- $166M
- Net assets
- $166M
- Active participants
- 901
- With balances
- 1,155
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Weaver And Tidwell Llp | Accounting | $23,100 |
| Onedigital Topco Llc Fka Achilles | Investment advisory (plan) | $21,250 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $16,977 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$121,232 |