Plan Snapshot
- Plan Sponsor: Stanley Black & Decker, INC.
- Sponsor EIN: 060548860
- Sponsor Address: 1000 STANLEY DRIVE, NEW BRITAIN, CT, 06053
- Plan Type: DB
- Total Participants: 488
- Total Assets: $112.0M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 488 | $112.0M | $2.2M | $0 |
| 2023 | 551 | $117.0M | $2.8M | $0 |
| 2022 | 600 | $112.6M | $2.9M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Other Service Provider | $175,444 | — | $175,444 |
| WILLIS TOWERS WATSON | Recordkeeper | $157,028 | — | $157,028 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $64,910 | — | $64,910 |
| BARROW, HANLEY, MEWHINNEY & STRAUSS | Other Service Provider | $42,646 | — | $42,646 |
| FIONDELLA, MILONE & LASARACINA LLP | Other Service Provider | $41,164 | — | $41,164 |
| HARDING LOEVNER LP | Investment Advisor | $39,990 | — | $39,990 |
| LSV ASSET MANAGEMENT | Other Service Provider | $37,165 | — | $37,165 |
| DODGE & COX | Other Service Provider | $35,778 | — | $35,778 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $24,388 | — | $24,388 |
| ROCATON | Other Service Provider | $22,895 | — | $22,895 |
| REID & RIEGE, P.C. | Other Service Provider | $17,232 | — | $17,232 |
| GOLDMAN SACHS | Investment Advisor | $11,049 | — | $11,049 |
| USI CONSULTING GROUP, INC. | Other Service Provider | $10,000 | — | $10,000 |
| STATE STREET GLOBAL ADVISORS | Other Service Provider | $6,872 | — | $6,872 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WILLIS TOWERS WATSON — Recordkeeper
- HARDING LOEVNER LP — Investment Advisor
- GOLDMAN SACHS — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $686,561
- Estimated Expense Ratio: 0.613% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $745,698 | — | $243,905 | $41,164 | — |
| 2023 | $1,321,221 | — | $255,180 | $38,664 | — |
| 2022 | $857,113 | $21,446 | $205,486 | — | $157,986 |