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Original filing (PDF)20250516104801NAL0020237889001
STIHL INCORPORATED
Form 5500
FILING_RECEIVED
EMPLOYEES' PROFIT SHARING PLUS PLAN OF STIHL INCORPORATED
401(k) retirement plan
Active participants
2,785
Accounts w/ balance
3,087
Plan assets (EOY)
$353.0M
Net assets (EOY)
$353.0M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STIHL INCORPORATED.
Plan sponsor
Name
STIHL INCORPORATED
EIN
54-0969072
Address
PO BOX 2015 · VIRGINIA BEACH, VA · 234502015
Phone
(757) 486-9216
Industry
Manufacturingsee 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
2025-05-16
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2F · ERISA section 404(c)
2E · Profit-sharing
3H · Sponsor in controlled / affiliated group
3F · Sponsor used leased employees
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
WARREN AVERETT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $268K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAPTRUST | 26-0058143 | — | CONSULTANT | $46K | — |
Investments
29 direct securities · 1 pooled fund· $342.1M(97% 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
$325.2M
28 holdings
Common Collective Trust
$16.7M
1 holding
Mutual Funds
$171K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Growth Company | — | — | — | $45.1M | 12.8% | |
| Fidelity Investments ContraFund K6 | — | — | — | $38.7M | 11.0% | |
| Fidelity Investments 500 Index International | — | — | — | $33.8M | 9.6% | |
| Fidelity Investments Freedom Index 2030 IPR | — | — | — | $30.1M | 8.5% | |
| Fidelity Investments Freedom Index 2035 IPR | — | — | — | $26.4M | 7.5% | |
| Fidelity Investments Freedom Index 2040 IPR | — | — | — | $26.2M | 7.4% | |
| Fidelity Investments Freedom Index 2045 IPR | — | — | — | $21.6M | 6.1% | |
| Fidelity Investments Freedom Index 2050 IPR | — | — | — | $19.9M | 5.6% | |
| Fidelity Investments Freedom Index 2025 IPR | — | — | — | $16.8M | 4.8% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $16.7M | 4.7% | |
| Fidelity Investments Freedom Index 2055 IPR | — | — | — | $11.3M | 3.2% | |
| Fidelity Investments Diversified International K6 | — | — | — | $10.7M | 3.0% | |
| Janus Henderson JH DSCPL Value Midcap R6 | — | — | — | $8.4M | 2.4% | |
| PGIM Total Return Bond R6 | — | — | — | $6.6M | 1.9% | |
| Fidelity Investments Freedom Index 2060 IPR | — | — | — | $6.5M | 1.8% | |
| PIF Small Cap Growth R6 | — | — | — | $5.0M | 1.4% | |
| Fidelity Investments Freedom Index 2020 IPR | — | — | — | $4.8M | 1.4% | |
| Fidelity Investments Freedom Index 2065 IPR | — | — | — | $2.7M | 0.8% | |
| Mass Financial Value R6 | — | — | — | $2.1M | 0.6% | |
| Fidelity Investments Extended Market Index | — | — | — | $1.7M | 0.5% | |
| Fidelity Investments Global XUS Index | — | — | — | $1.4M | 0.4% | |
| Mass Financial Midcap Growth R6 | — | — | — | $1.1M | 0.3% | |
| Fidelity Investments Freedom Index 2015 IPR | — | — | — | $1.1M | 0.3% | |
| Fidelity Investments US Bond Index | — | — | — | $1.1M | 0.3% | |
| Victory S SMCO OP R6 | — | — | — | $1.0M | 0.3% | |
| Fidelity Investments Freedom Index Inc IPR | — | — | — | $716K | 0.2% | |
| Fidelity Investments Freedom Index 2010 IPR | — | — | — | $324K | <0.1% | |
| American Funds Europacific Growth | Mutual Funds | — | — | $171K | <0.1% | |
| Money Market Fund * Fidelity Investments Government Money Market | — | — | — | $68K | <0.1% | |
| Fidelity Investments Freedom Index 2070 IPR | — | — | — | $6K | <0.1% |