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Original filing (PDF)20250702134701NAL0013034705001
STITCH FIX, INC.
Form 5500
FILING_RECEIVED
STITCH FIX, INC. 401(K) SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
2,336
Accounts w/ balance
2,112
Plan assets (EOY)
$121.8M
Net assets (EOY)
$121.8M
How this plan invests
This plan
13 pooled trusts
Schedule D
28 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 71% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STITCH FIX, INC..
Plan sponsor
Name
STITCH FIX, INC.
EIN
27-5026540
Address
ONE MONTGOMERY TOWER · SUITE 1500 · SAN FRANCISCO, CA · 94104
Phone
(415) 882-7765
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-02
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $208K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $219 | — |
Investments
15 direct securities · 13 pooled funds· $121.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$82.0M
15 holdings
Common Collective Trust
$39.2M
13 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Registered investment Company | — | — | — | $30.1M | 24.7% | |
| Fidelity Global Ex U.S. Index Fund Registered investment Company | — | — | — | $10.5M | 8.6% | |
| T. ROWE PRICE RET 2050 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $9.3M | 7.6% | |
| T. ROWE PRICE RET 2055 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $9.1M | 7.5% | |
| Fidelity Blue Chip Growth Fund Registered investment Company | — | — | — | $7.0M | 5.7% | |
| Fidelity Extended Market Index Fund Registered investment Company | — | — | — | $6.6M | 5.4% | |
| T. ROWE PRICE RET 2045 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $6.2M | 5.1% | |
| Fidelity Overseas Fund Registered investment Company | — | — | — | $5.7M | 4.7% | |
| T. ROWE PRICE RET 2040 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $5.1M | 4.2% | |
| Vanguard Windsor Admiral Registered investment Company | — | — | — | $4.1M | 3.4% | |
| T. ROWE PRICE RET 2060 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $3.9M | 3.2% | |
| Fidelity U.S. Bond Index Fund Registered investment Company | — | — | — | $3.8M | 3.1% | |
| Fidelity Emerging Markets Fund Registered investment Company | — | — | — | $3.5M | 2.9% | |
| T. ROWE PRICE RET 2035 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $2.4M | 1.9% | |
| Fidelity Small Cap Growth Fund Registered investment Company | — | — | — | $1.9M | 1.6% | |
| Fidelity Total Bond Fund Registered investment Company | — | — | — | $1.8M | 1.5% | |
| Allspring Special Small Cap Value Fund Registered investment Company | — | — | — | $1.8M | 1.5% | |
| Vanguard Federal Money Market Fund Money Market Fund | — | — | — | $1.7M | 1.4% | |
| Janus Henderson Enterprise N Fund Registered investment Company | — | — | — | $1.7M | 1.4% | |
| Schwab Personal Choice Retirement Accounts Self-Directed Brokerage Funds | — | — | — | $1.2M | 1.0% | |
| T. ROWE PRICE RET 2030 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $949K | 0.8% | |
| T. ROWE PRICE RET 2065 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $900K | 0.7% | |
| T. ROWE PRICE RET 2025 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $869K | 0.7% | |
| maturing through November 2032 - | — | — | — | $679K | 0.6% | |
| T. ROWE PRICE RET 2005 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $266K | 0.2% | |
| T. ROWE PRICE RET 2020 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $182K | 0.1% | |
| T. ROWE PRICE RET 2015 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $126K | 0.1% | |
| T. ROWE PRICE RET 2010 ACTIVE TR T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $34K | <0.1% |
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