Plan Snapshot
- Plan Sponsor: Stihl Incorporated
- Sponsor EIN: 540969072
- Sponsor Address: PO BOX 2015, VIRGINIA BEACH, VA, 234502015
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,075
- Total Assets: $398.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 3,075 | $398.3M | $0 | $0 |
| 2024 | 2,785 | $353.0M | $10.8M | $18.9M |
| 2023 | 2,925 | $310.1M | $10.0M | $17.3M |
| 2022 | 3,049 | $248.7M | $12.4M | $15.8M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $236,950 | — | $236,950 |
| CAPTRUST | Other Service Provider | $83,623 | — | $83,623 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $320,573
- Estimated Expense Ratio: 0.080% 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 |
|---|---|---|---|---|---|
| 2025 | $49,439,242 | $385 | — | $2,175 | — |
| 2024 | $314,602 | — | — | — | — |
| 2023 | $344,279 | — | $300 | — | — |
| 2022 | $345,552 | — | — | — | — |