Original filing (PDF)20251013151817NAL0000765379001

Fiskars Brands, Inc.

Name: Fiskars Brands, Inc. — Fiskars Group 401(k), Form 5500 (2024)
Creator: Fiskars Brands, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Fiskars Group 401(k) Retirement Savings Plan

401(k) retirement plan · Fiskars Brands, Inc.'s Fiskars Group 401(k) Retirement Savings Plan held $122.2M in plan assets for 441 participants in 2024, with Principal as recordkeeper.

Signals · 2

Fraud / dishonesty lossCorrective distributions issued

Active participants

441

Accounts w/ balance

842

Plan assets (EOY)

$122.2M

Net assets (EOY)

$122.2M

How this plan invests

This plan

1 pooled trust

Schedule D

31 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Loss due to fraud or dishonesty reported.
Corrective distributions issued (likely failed ADP/ACP testing).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FISKARS BRANDS, INC..

Plan sponsor

Name

FISKARS BRANDS, INC.

EIN

39-1500309all filings

Address

7800 DISCOVERY DRIVE · MIDDLETON, WI · 53562

Phone

(608) 259-1649

Industry

Manufacturing

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PRINCIPAL LIFE INSURANCE COMPANY	42-0127290	—	CONTRACT ADMINISTRATOR	$87K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
FRANCIS INVESTMENT COUNS	90-0142264	—	INVESTMENT ADVISORY	$80K	—

Accountant / Auditor

Investments

31 direct securities · 1 pooled fund· $122.2M(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.

Mutual Funds

$88.0M

20 holdings

Common Collective Trusts

$22.7M

5 holdings

Common Collective Trust

$6.3M

1 holding

Other securities

$3.9M

4 holdings

Common Stocks

$835K

1 holding

Participant loans

$540K

1 holding

					% of plan
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$15.6M	12.8%
American Funds Service Company Am Fds 2030 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$13.6M	11.2%
American Funds Service Company Am Fds 2040 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$11.9M	9.7%
Fidelity Investments Fidelity Blue Chip Grth K6 Fd	Mutual Funds	—	—	$11.0M	9.0%
American Funds Service Company Am Fds 2035 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$10.2M	8.4%
American Funds Service Company Am Fds 2050 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$7.8M	6.4%
American Funds Service Company Am Fds 2045 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$7.6M	6.2%
Fidelity Investments Fidelity Mid Cp Index Fund	Common Collective Trusts	—	—	$6.4M	5.2%
GALLIARD STABLE RETURN PN SEI TRUST COMPANY · EIN 41-6202499 / PN 001	Common Collective Trust	—	—	$6.3M	5.2%
American Funds Service Company Am Fds 2025 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$4.9M	4.0%
American Funds Service Company Am Fds 2020 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$4.8M	3.9%
American Funds Service Company Am Fds 2055 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$4.1M	3.4%
American Funds Service Company Am Fds 2015 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$2.7M	2.2%
American Funds Service Company Am Fds 2010 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$2.6M	2.2%
The American Funds Am Fds EuroPacific Grth R6 Fd	Mutual Funds	—	—	$2.2M	1.8%
JP Morgan Funds JP Morgan US Value R6 Fund	Other securities	—	—	$1.6M	1.3%
Dodge and Cox Funds Dodge & Cox Income X Fund	Mutual Funds	—	—	$1.5M	1.2%
Delaware Investments Macquarie Emerging Markets R6	Other securities	—	—	$1.4M	1.1%
American Funds Service Company Am Fds 2060 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$983K	0.8%
SEI TRUST COMPANY Allspring Spec Sm Cp Value R6	Common Stocks	—	—	$835K	0.7%
Loomis Sayles Loomis Sayles Sm Cp Gr I Fd	Other securities	—	—	$785K	0.6%
Participant Loans maturing September 2025 through April 2034	Participant loans	—	—	$540K	0.4%
Vanguard Group Vanguard Emer Mkts Bd Adm Fd	Mutual Funds	—	—	$490K	0.4%
Dimensional Fund Advisors DFA Infl Protected Sec I Fund	Mutual Funds	—	—	$488K	0.4%
American Funds Service Company Am Fds 2065 Trgt Dte Rtm R6 Fd	Mutual Funds	—	—	$337K	0.3%
Dimensional Fund Advisors DFA Int'l Small Company I Fd	Mutual Funds	—	—	$332K	0.3%
PIMCO Funds PIMCO CommPLUS Strat Inst Fund	Mutual Funds	—	—	$272K	0.2%
Fidelity Investments Fidelity Sm Cap Index Fund	Common Collective Trusts	—	—	$247K	0.2%
Vanguard Group Vanguard FTSE Soc Idx Adm Fd	Common Collective Trusts	—	—	$246K	0.2%
Fidelity Investments Fidelity International Idx Fd	Common Collective Trusts	—	—	$163K	0.1%
(E)	Other securities	—	—	$47K	<0.1%
American Funds Service Company AM FDS 2070 TRGT DTE RTM R6 FD	Mutual Funds	—	—	$47K	<0.1%