What public Form 5500 filings show about the LEVI Strauss & Co. 401(k) plan — and how to find and check your own account.
LEVI Strauss & Co. (EIN 94-0905160) reports EMPLOYEE SAVINGS AND INVESTMENT PLAN OF LEVI STRAUSS & CO. on its most recent Form 5500, with $1.1B in plan assets across 6,913 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full LEVI Strauss & Co. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LEVI Strauss & Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JPMORGAN MID CAP VALUE FUND, STRATEGIC ADVISORS, BANK OF NEW YORK MELLON, FIDELITY MANAGEMENT TRUST CO, MERCER HUMAN RESOURCES CONSULTING, MOSS ADAMS.
