AUMdb

Levi Strauss & Co. Employee Long Term Investment Savings Plan

Sponsored by Levi Strauss & Co. · EIN 940905160 · Plan #026

Total assets
$44.1M
Net assets
$44.1M
Active participants
753
With balances
758

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
Fidelity Investments Inst Ops Direct payment from the plan, Recordkeeping fees, Account maintenance fees $14,094
Strategic Advisors Investment advisory (plan), Direct payment from the plan $9,486
Jpmorgan Mid Cap Value Fund Investment advisory (plan), Direct payment from the plan $5,274