Overview

Plan Rating

BrightScope Rating
80
Lowest Rating in Peer Group
Average Rating in Peer Group
Highest Rating in Peer Group
0102030405060708090100
Lowest in Peer Group (42)
Average in Peer Group (76)
Highest in Peer Group (92)

Plan Description

LVMH Affiliates' 401k Plan, Wine & Spirits is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 80. This plan is in the top 15% of plans for Account Balances, Company Generosity, and Salary Deferral. LVMH Affiliates' 401k Plan, Wine & Spirits currently has over 800 active participants and over $82.1M in plan assets.

Did you know?

For the average 401k participant, the 12 point difference between this plan's BrightScope Rating (80) and the top rated plan (92) could equate to:
9
Additional years of work
92,340
Lost Savings
*The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer. How is this calculated?

Plan Details

Plan Details Relevant details about the plan and the plan sponsor, including the address and industry of the plan sponsor and the size of the plan in assets and participants.

 
Plan data accurate as of 12/31/2018
Plan data has been audited by an Independent Qualified Public Accountant (IQPA).
Address 19 East 57th Street
  • Location
    New York , NY
  • 10022
  • Industry
    Offices of Other Holding Companies
  • Administrator
    Andrea Kuglstatter
  • Net Plan Assets
    $82,100,000
  • Total Participants
    850
  • Avg Account Balance
    $100,000

Plan Components

Component Ratings

Design

Total Plan Cost:
Low Fees
Company Generosity:
Great

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Great

Design

Total Plan Cost:
Low Fees
Company Generosity:
Above Average

Performance

Participation Rate:
Average
Salary Deferrals:
Great
Account Balance:
Above Average

Peer Group Plans

Company Rating
Indel 83.6
Dacotah Banks 78.0
Tosoh America 74.9
E.D. & F. Man Holdings 74.7
XTRA 73.8
Healthmarkets 72.7

Top Industry Articles

Investments

Investment Menu Stats

# of Investment Options

27

(Plan Average: 20)

Largest Funds in this Plan Allocation of Assets 1 YR Rank in Category
Fidelity Freedom Funds 39%
N/A
Fidelity Contrafund 17%
77%
Vanguard Institutional Index 6%
10%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
Fund hidden
100%
View all funds in this plan

Providers

Plan Service Providers

SERVICE PROVIDER
Recordkeeper
Fidelity
Auditor
Spielman, Koenigsberg & Parker, LLP

Articles and Questions

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