Plan Snapshot
- Plan Sponsor: Fiskars Brands, INC.
- Sponsor EIN: 391500309
- Sponsor Address: 7800 DISCOVERY DRIVE, MIDDLETON, WI, 53562
- Plan Type: 401(k)
- Total Participants: 441
- Total Assets: $122.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 441 | $122.2M | $1.7M | $3.6M |
| 2023 | 437 | $115.5M | $2.5M | $3.8M |
| 2022 | 539 | $102.9M | $1.9M | $3.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $87,182 | — | $87,182 |
| FRANCIS INVESTMENT COUNS | INVESTMENT ADVISORY | $80,440 | $21 | $80,461 |
| RSM | ACCOUNTANT | $38,325 | — | $38,325 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FRANCIS INVESTMENT COUNS — INVESTMENT ADVISORY
- RSM — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $205,968
- Estimated Expense Ratio: 0.169% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $205,947 | $80,440 | $87,182 | $38,325 | — |
| 2023 | $206,465 | $83,565 | $103,878 | $19,022 | — |
| 2022 | $159,742 | $63,192 | $79,602 | — | $16,948 |