Plan Snapshot
- Plan Sponsor: Stihl, Incorporated
- Sponsor EIN: 540969072
- Sponsor Address: PO BOX 2015, VIRGINIA BEACH, VA, 234502015
- Plan Type: DB
- Total Participants: 2,442
- Total Assets: $155.4M
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 | 2,442 | $155.4M | $13.0M | $0 |
| 2023 | 2,655 | $148.8M | $17.5M | $0 |
| 2022 | 2,303 | $122.9M | $0 | $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 |
|---|---|---|---|---|
| AON CONSULTING, INC. | NONE | $404,786 | — | $404,786 |
| LGIM AMERICA | NONE | $153,681 | — | $153,681 |
| PRUDENTIAL TRUST CO. | NONE | $139,350 | — | $139,350 |
| CAPTRUST | NONE | $53,025 | — | $53,025 |
| US BANK | TRUSTEE | $26,993 | — | $26,993 |
| WARREN AVERETT LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAPTRUST — NONE
- US BANK — TRUSTEE
- WARREN AVERETT LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $777,835
- Estimated Expense Ratio: 0.501% 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 | $1,092,954 | $293,031 | — | — | — |
| 2023 | $1,194,852 | $192,315 | — | — | — |
| 2022 | $1,403,812 | $347,122 | — | — | $384,548 |