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Original filing (PDF)20250415163530NAL0003624065001
BRIGGS & STRATTON, LLC
Form 5500
FILING_RECEIVED
BRIGGS & STRATTON, LLC CASH BALANCE RETIREMENT PLAN
Defined-benefit pension plan
Signals · 2
~291 bps in Sched C feesNo recordkeeper disclosed
Active participants
414
Accounts w/ balance
—
Plan assets (EOY)
$9.6M
Net assets (EOY)
$9.6M
How this plan invests
This plan
4 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
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
55
Participation health
100
Knocking points off
- 291 bps in Schedule C fees — 459% above peer band of 52 bps.
- No recordkeeper disclosed on Schedule C.
- Plan is frozen (1I) — no new benefit accrual.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
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
12301 W. WIRTH STREET · WAUWATOSA, WI · 532222110
Phone
(414) 259-5517
Industry
Manufacturingsee all
Plan administrator
Name
BRIGGS & STRATTON RETIREMENT PLAN COMMITTEE
EIN
39-6744096
City
WAUWATOSA, WI
Phone
(414) 259-5517
Plan characteristics
Plan number
006
Plan year
2023
Plan year begin
2023-07-01
Tax period
2024-06-30
Filed
2025-04-15
Pension benefit codes
1A · Pay-related DB formula
1B · Flat-dollar DB formula
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
WIPFLI LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID INST ASSET MANAGEMENT CO | 20-4659714 | — | INVESTMENT ADVISORY | $16K | — |
Trustee
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FID MGMT TRUST CO | 04-2723880 | — | TRUSTEE | $144K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | 39-0758449 | — | AUDITOR | $18K | — |
Actuary
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER US LLC | 13-2834414 | — | ACTUARY | $53K | — |
| FID INV INST OPS CO | 04-3532603 | — | ACTUARY | $47K | — |
Investments
4 pooled funds· $9.2M(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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| FIAM BROAD MARKET DURATION POOL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 012 | Common Collective Trust | $4.6M | 47.7% |
| FIAM SHORT DURATION POOL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 016 | Common Collective Trust | $4.2M | 44.0% |
| FIAM INST CASH COMMINGLED POOL FID INST ASSET MANAGEMENT CO · EIN 20-4659714 / PN 055 | Common Collective Trust | $467K | 4.9% |
| COLTV SHORT TERM INVT FD NORTHERN TRUST GLOBAL INVESTMENTS · EIN 45-6138589 / PN 084 | Common Collective Trust | $0 | <0.1% |