# Stihl Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/stihl-incorporated-401k-plan

> Stihl Incorporated's 401(k) plan: 2,785 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Stihl Incorporated

- **Sponsor EIN:** 540969072

- **Sponsor Address:** PO BOX 2015, VIRGINIA BEACH, VA, 234502015

- **Plan Type:** 401(k)

- **Total Participants:** 2,785

- **Total Assets:** $353.0M

## 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.|

| 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|$268,394|—|$268,394|

| CAPTRUST|CONSULTANT|$46,208|—|$46,208|

| WARREN AVERETT|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CAPTRUST](https://planprovider.pro/provider/captrust) — CONSULTANT

- [WARREN AVERETT](https://planprovider.pro/provider/warren-averett-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $314,602

- **Estimated Expense Ratio:** 0.089% 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|$314,602|—|—|—|—|

| 2023|$344,279|—|$300|—|—|

| 2022|$345,552|—|—|—|—|

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