Employers › Stitch Fix
Recordkeeping fees per participant · Stitch Fix, Inc. 401(k) Savings Plan · plan year 2024
$60.67
Higher than 43% of the 5,847 plans $50 to 250M that report it.
= $128,125 / 2,112
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250702134701NAL0013034705001, received 2025-07-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250702134701NAL0013034705001, received 2025-07-02
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-07-02.
Administrative expenses excluding investment management, per participant
$60.67
Higher than 30% of the 8,758 plans $50 to 250M that report it.
= $128,125 / 2,112
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250702134701NAL0013034705001, received 2025-07-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250702134701NAL0013034705001, received 2025-07-02
Administrative expenses per participant
$99.39
Higher than 36% of the 9,042 plans $50 to 250M that report it.
= $209,903 / 2,112
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250702134701NAL0013034705001, received 2025-07-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250702134701NAL0013034705001, received 2025-07-02
Administrative expenses as a share of assets
0.172%
Higher than 62% of the 9,049 plans $50 to 250M that report it.
= $209,903 / $121,805,097
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250702134701NAL0013034705001, received 2025-07-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250702134701NAL0013034705001, received 2025-07-02
Employer contributions per participant
$2,758
Higher than 50% of the 9,105 plans $50 to 250M that report it.
= $5,825,342 / 2,112
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250702134701NAL0013034705001, received 2025-07-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250702134701NAL0013034705001, received 2025-07-02
Employer share of total contributions
28.4%
Higher than 46% of the 9,112 plans $50 to 250M that report it.
= $5,825,342 / $20,491,148
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250702134701NAL0013034705001, received 2025-07-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250702134701NAL0013034705001, received 2025-07-02
Plan terms are described in Stitch Fix, Inc.'s SEC filings: Form 10-K filed 2025-09-25. No term could be quoted from them with the required precision.
2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20250702134701NAL0013034705001, received 2025-07-02
| Field | Value | Source |
|---|---|---|
| Plan sponsor | STITCH FIX, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Plan name | STITCH FIX, INC. 401(K) SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Sponsor EIN / plan number | 27-5026540 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Sponsor location | SAN FRANCISCO, CA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Industry (business code) | 454110, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Filing received | 2025-07-02 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Participants, beginning of year | 6,545 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Active participants | 2,336 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Participants, end of year | 3,392 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Participants with an account balance | 2,112 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Total assets, beginning of year | $98,416,697 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Total assets, end of year | $121,805,097 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Net assets, end of year | $121,805,097 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Total income | $36,496,177 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Net income | $23,388,400 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Employer contributions | $5,825,342 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Participant contributions | $13,268,679 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Other contributions (incl. rollovers) | $1,397,127 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Total contributions | $20,491,148 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Benefit payments | $12,880,816 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Total expenses (incl. benefit payments) | $13,107,777 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Total administrative expenses | $209,903 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Recordkeeping fees | $128,125 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Investment advisory and management fees | $81,778 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Administrative expenses excluding investment management | $128,125 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Held in common/collective trusts | $39,236,163 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Held in mutual funds | $78,404,306 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20250702134701NAL0013034705001, received 2025-07-02 |
| Independent auditor | BAKER TILLY US, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20250702134701NAL0013034705001, received 2025-07-02 |
Position = column in the DOL layout for form year 2024. Filing 20250702134701NAL0013034705001, received 2025-07-02.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INCrecordkeeper | NONE | 15 Recordkeeping and information management; 26 Investment advisory (participants); 50 Direct payment from the plan; 64 Recordkeeping fees | $208,447 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 33 Securities brokerage; 50 Direct payment from the plan; 59 Shareholder servicing fees; 62 Float revenue; 71 Securities brokerage commissions and fees | $219 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20250702134701NAL0013034705001, received 2025-07-02.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $98,416,697 | $121,805,097 | 23.8% |
| Participants with a balance | 3,143 | 2,112 | -32.8% |
| Administrative expenses | $158,926 | $209,903 | 32.1% |
| Recordkeeping fees per participant | $30.29 | $60.67 | 100.3% |
| Employer contributions | $6,249,242 | $5,825,342 | -6.8% |
Prior filing 20240820181459NAL0001620787001, received 2024-08-20; the plan years are contiguous.
Sponsor name as filed: STITCH FIX, INC.; SEC registrant: Stitch Fix, Inc. (CIK 1576942, matched by EIN; display name from the Form 10-K cover).