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Original filing (PDF)20251013151817NAL0000765379001
FISKARS BRANDS, INC.
Form 5500
FILING_RECEIVED
FISKARS GROUP 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
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
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 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
65
Vendor stack
80
Participation health
100
Knocking points off
- 17 bps in Schedule C fees — 69% above peer band of 10 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISKARS BRANDS, INC..
Plan sponsor
Name
FISKARS BRANDS, INC.
EIN
39-1500309
Address
7800 DISCOVERY DRIVE · MIDDLETON, WI · 53562
Phone
(608) 259-1649
Industry
Manufacturingsee all
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)
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FRANCIS INVESTMENT COUNS | 90-0142264 | — | INVESTMENT ADVISORY | $80K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $87K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RSM | 42-0714325 | — | ACCOUNTANT | $38K | — |
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.
Uncategorized
$115.9M
31 holdings
Common Collective Trust
$6.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity 500 Index Fund | — | — | — | $15.6M | 12.8% | |
| American Funds Service Company Am Fds 2030 Trgt Dte Rtm R6 Fd | — | — | — | $13.6M | 11.2% | |
| American Funds Service Company Am Fds 2040 Trgt Dte Rtm R6 Fd | — | — | — | $11.9M | 9.7% | |
| Fidelity Investments Fidelity Blue Chip Grth K6 Fd | — | — | — | $11.0M | 9.0% | |
| American Funds Service Company Am Fds 2035 Trgt Dte Rtm R6 Fd | — | — | — | $10.2M | 8.4% | |
| American Funds Service Company Am Fds 2050 Trgt Dte Rtm R6 Fd | — | — | — | $7.8M | 6.4% | |
| American Funds Service Company Am Fds 2045 Trgt Dte Rtm R6 Fd | — | — | — | $7.6M | 6.2% | |
| Fidelity Investments Fidelity Mid Cp Index Fund | — | — | — | $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 | — | — | — | $4.9M | 4.0% | |
| American Funds Service Company Am Fds 2020 Trgt Dte Rtm R6 Fd | — | — | — | $4.8M | 3.9% | |
| American Funds Service Company Am Fds 2055 Trgt Dte Rtm R6 Fd | — | — | — | $4.1M | 3.4% | |
| American Funds Service Company Am Fds 2015 Trgt Dte Rtm R6 Fd | — | — | — | $2.7M | 2.2% | |
| American Funds Service Company Am Fds 2010 Trgt Dte Rtm R6 Fd | — | — | — | $2.6M | 2.2% | |
| The American Funds Am Fds EuroPacific Grth R6 Fd | — | — | — | $2.2M | 1.8% | |
| JP Morgan Funds JP Morgan US Value R6 Fund | — | — | — | $1.6M | 1.3% | |
| Dodge and Cox Funds Dodge & Cox Income X Fund | — | — | — | $1.5M | 1.2% | |
| Delaware Investments Macquarie Emerging Markets R6 | — | — | — | $1.4M | 1.1% | |
| American Funds Service Company Am Fds 2060 Trgt Dte Rtm R6 Fd | — | — | — | $983K | 0.8% | |
| SEI TRUST COMPANY Allspring Spec Sm Cp Value R6 | — | — | — | $835K | 0.7% | |
| Loomis Sayles Loomis Sayles Sm Cp Gr I Fd | — | — | — | $785K | 0.6% | |
| Participant Loans maturing September 2025 through April 2034 | — | — | — | $540K | 0.4% | |
| Vanguard Group Vanguard Emer Mkts Bd Adm Fd | — | — | — | $490K | 0.4% | |
| Dimensional Fund Advisors DFA Infl Protected Sec I Fund | — | — | — | $488K | 0.4% | |
| American Funds Service Company Am Fds 2065 Trgt Dte Rtm R6 Fd | — | — | — | $337K | 0.3% | |
| Dimensional Fund Advisors DFA Int'l Small Company I Fd | — | — | — | $332K | 0.3% | |
| PIMCO Funds PIMCO CommPLUS Strat Inst Fund | — | — | — | $272K | 0.2% | |
| Fidelity Investments Fidelity Sm Cap Index Fund | — | — | — | $247K | 0.2% | |
| Vanguard Group Vanguard FTSE Soc Idx Adm Fd | — | — | — | $246K | 0.2% | |
| Fidelity Investments Fidelity International Idx Fd | — | — | — | $163K | 0.1% | |
| (E) | — | — | — | $47K | <0.1% | |
| American Funds Service Company AM FDS 2070 TRGT DTE RTM R6 FD | — | — | — | $47K | <0.1% |