AUMdb

Employee Savings And Investment Plan Of Levi Strauss & Co.

Sponsored by Levi Strauss & Co. · EIN 940905160 · Plan #022

Total assets
$1.0B
Net assets
$1.0B
Active participants
6,160
With balances
4,557

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
Jpmorgan Mid Cap Value Fund Investment advisory (plan), Direct payment from the plan $188,415
Strategic Advisors Inc. Investment advisory (plan), Direct payment from the plan $179,249
Fidelity Investments Inst Ops Participant loan processing, Direct payment from the plan, Securities brokerage commissions $129,604