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Original filing (PDF)20251014133813NAL0003049265001
BRIGGS & STRATTON, LLC
Form 5500
FILING_RECEIVED
BRIGGS & STRATTON, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
100% in single holding
Active participants
3,233
Accounts w/ balance
3,970
Plan assets (EOY)
$226.7M
Net assets (EOY)
$226.7M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
86
/ 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
75
Total plan cost
65
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "[DFE: INVESCO STABLE VALUE TRUST (extraction pending)]" is 100% of plan.
- 21 bps in Schedule C fees — 106% above peer band of 10 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIGGS & STRATTON, LLC.
Plan sponsor
Name
BRIGGS & STRATTON, LLC
EIN
85-2711260
Address
3300 N. 124TH STREET · WAUWATOSA, WI · 53222
Phone
(414) 259-5515
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
2025-10-14
Pension benefit codes
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3F · Sponsor used leased employees
2E · Profit-sharing
2S · Automatic enrollment
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
WIPFLI
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $414K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDUCIENT ADVISORS | 36-4001764 | — | INVESTMENT ADVISOR | $29K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI | 39-0758449 | — | ACCOUNTANT/AUDITOR | $20K | — |
Investments
1 direct security · 1 pooled fund· $8.9M(4% 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
$4.4M
1 holding
Common Collective Trust
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| [DFE: INVESCO STABLE VALUE TRUST (extraction pending)] | — | — | — | $4.4M | 2.0% | |
| INVESCO STBL VAL A1 INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | — | $4.4M | 2.0% |
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