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Original filing (PDF)20260314021149NAL0009107264002
LEVI STRAUSS & CO
Form 5500
FILING_RECEIVED
LEVI STRAUSS & CO. PENSION PLAN
Defined-benefit pension plan
Signals · 1
No recordkeeper disclosed
Active participants
211
Accounts w/ balance
—
Plan assets (EOY)
$581.3M
Net assets (EOY)
$581.1M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
55
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 190% above peer band of 6 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEVI STRAUSS & CO.
Plan sponsor
Name
LEVI STRAUSS & CO
EIN
94-0905160
Address
1155 BATTERY STREET · SAN FRANCISCO, CA · 941111203
Phone
(415) 501-6000
Industry
Manufacturingsee all
Plan administrator
Name
RETIREMENT PLANS ADMIN COMMITTEE OF LEVI STRAUSS & CO.
EIN
94-2387537
City
SAN FRANCISCO, CA
Phone
(415) 501-6000
Plan characteristics
Plan number
100
Plan year
2024
Plan year begin
2024-06-01
Tax period
2025-05-31
Filed
2026-03-14
Pension benefit codes
1A · Pay-related DB formula
1E · Section 401(h) arrangement
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WITHUMSMITH+BROWN, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY MANAGEMENT TRUST CO | 04-3275867 | — | N/A | $811K | — |
| THE BANK OF NEW YORK MELLON | 13-5160382 | — | N/A | $91K | — |
| MERCER HUMAN RESOURCES CONSULTING | 13-2834414 | — | N/A | $85K | — |
| MOSS ADAMS | 91-0189318 | — | N/A | $24K | — |
Investments
1 pooled fund· $581.3M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| LS&CO RETIREMENT PLANS MASTER TRUST LEVI STRAUSS & CO. · EIN 94-0905160 / PN 001 | Master Trust | $581.3M | 100.0% |