Plan Snapshot
- Plan Sponsor: Stitch Fix, INC.
- Sponsor EIN: 275026540
- Sponsor Address: ONE MONTGOMERY TOWER, SAN FRANCISCO, CA, 94104
- Plan Type: DC
- Total Participants: 2,336
- Total Assets: $121.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,336 | $121.8M | $5.8M | $13.3M |
| 2023 | 5,217 | $98.4M | $6.2M | $14.8M |
| 2022 | 6,749 | $71.8M | $7.0M | $19.4M |
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 |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | NONE | $208,447 | — | $208,447 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SCHWAB RETIREMENT PLAN SERVICES,INC — NONE
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $208,447
- Estimated Expense Ratio: 0.171% 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 | $209,903 | $81,778 | — | — | — |
| 2023 | $158,926 | $63,737 | — | — | — |
| 2022 | $96,365 | — | — | — | — |