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Original filing (PDF)20251014183518NAL0007135490001
LVMH INC.
Form 5500
FILING_RECEIVED
LVMH AFFILIATES' 401(K) PLAN
401(k) retirement plan
Active participants
12,956
Accounts w/ balance
15,898
Plan assets (EOY)
$1.1B
Net assets (EOY)
$1.1B
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LVMH INC..
Plan sponsor
Name
LVMH INC.
EIN
13-3870253
Address
19 EAST 57TH STREET · NEW YORK, NY · 10022
Phone
(212) 931-2724
Industry
Management of Companies / Holdingssee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WEAVER AND TIDWELL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$510K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $121K | — |
| ONEDIGITAL TOPCO LLC | 82-1434504 | — | INVESTMENT ADVISOR | $21K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WEAVER AND TIDWELL LLP | 75-0786316 | — | ACCOUNTANT | $23K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WRITE ON TARGET | 31-1431575 | — | OTHER SERVICES | $5K | — |
Investments
26 direct securities · 1 pooled fund· $1.1B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.1B
26 holdings
Common Collective Trust
$24.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Freedom 2050 K - | — | — | — | $126.7M | 11.1% | |
| Fidelity Investments Freedom 2045 K - | — | — | — | $119.7M | 10.5% | |
| Fidelity Investments Contrafund K6 - | — | — | — | $117.1M | 10.2% | |
| Fidelity Investments 500 Index - | — | — | — | $112.2M | 9.8% | |
| Fidelity Investments Freedom 2055 K - | — | — | — | $106.6M | 9.3% | |
| Fidelity Investments Freedom 2040 K - | — | — | — | $92.5M | 8.1% | |
| Fidelity Investments Freedom 2035 K - | — | — | — | $66.1M | 5.8% | |
| Fidelity Investments Freedom 2030 K - | — | — | — | $58.3M | 5.1% | |
| Fidelity Investments Freedom 2060 K - | — | — | — | $52.1M | 4.5% | |
| Fidelity Investments U.S. Bond Index - | — | — | — | $28.2M | 2.5% | |
| Fidelity Investments Mid Cap Index - | — | — | — | $27.5M | 2.4% | |
| Fidelity Investments Freedom 2025 K - | — | — | — | $26.9M | 2.4% | |
| Baron Growth Institutional - | — | — | — | $24.7M | 2.2% | |
| T.Rowe Price Dividend Growth I - | — | — | — | $24.3M | 2.1% | |
| Fidelity Investments Managed Income Portfolio - | — | — | — | $24.0M | 2.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $24.0M | 2.1% | |
| Vanguard Treasury Money Market - | — | — | — | $20.9M | 1.8% | |
| Fidelity Investments Diversified International K6 - | — | — | — | $20.0M | 1.7% | |
| Fidelity Investments International Index - | — | — | — | $15.1M | 1.3% | |
| Fidelity Investments Freedom 2020 K - | — | — | — | $14.3M | 1.2% | |
| Vanguard Equity Income Fund Admiral - | — | — | — | $13.4M | 1.2% | |
| Fidelity Investments Freedom 2065 K - | — | — | — | $12.4M | 1.1% | |
| Fidelity Investments Small Cap Index - | — | — | — | $10.1M | 0.9% | |
| Fidelity Investments Freedom 2015 K - | — | — | — | $5.3M | 0.5% | |
| Fidelity Investments Freedom Income K - | — | — | — | $4.3M | 0.4% | |
| Fidelity Investments Freedom 2010 K - | — | — | — | $1.7M | 0.1% | |
| Fidelity Investments Freedom 2070 K - | — | — | — | $31K | <0.1% |
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