How big is LSV Advisors, LLC's plan?

LSV Advisors, LLC's plan reported $5.3M in assets and 26 participants for 2024.

Original filing (PDF)20251114123926NAL0002772049001

LSV Advisors, LLC

Name: LSV Advisors, LLC — LSV Advisors, LLC 401(k) Plan, Form 5500 (2024)
Creator: LSV Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

LSV Advisors, LLC 401(k) Plan

Defined-contribution retirement plan · LSV Advisors, LLC's LSV Advisors, LLC 401(k) Plan held $5.3M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Michael Calandra signed LSV Advisors, LLC's 2024 Form 5500 as plan administrator.

Michael Calandra — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

LSV Advisors, LLC's EIN is 20-3937708.

EIN 20-3937708

Plan number 002

Plan year 2024

ACK ID 20251114123926NAL0002772049001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for LSV Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

LSV Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LSV ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score