Plan Ledger DOL Form 5500 · updated monthly

Fossil Group Inc.401(k)

FOSSIL GROUP, INC. SAVINGS AND RETIREMENT PLAN · RICHARDSON, TX · plan year 2024

Reported admin expense ratio · 2024
0.19%

Peer grade: C · admin costs + employer contributions vs same-size plans · how grading works

Fossil Group Inc. reported $222,448 in plan administrative expenses for 2024: 0.19% of average plan assets, above the peer median. Employer contributions averaged $1,043 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.30% to 0.19%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other wholesale trade employers. By assets it is the 556th-largest of 5,688 plans among Texas employers on file, and the 356th of 4,246 in wholesale trade. In 2024, employees put in $3.10 for every $1.00 the employer contributed; active participation has shrunk from 2,178 to 1,799 since 2022.

Plan summary
Net assets, end of year$120,422,135
Participants with balances1,407
Active participants1,799
Employer contributions$1,875,851
Employee contributions$5,806,354
Employer contribution per active participant$1,043
Average account balance$85,588
Benefits paid to participants$23,239,480
Plan auditUnmodified (clean) audit opinion
AuditorDELOITTE & TOUCHE
Plan history3
Yearassets · accounts · employer contribution
2024$120.4M · 1,407 accts · $1.9M emplr
2023$118.9M · 1,579 accts · $2.5M emplr
2022$109.3M · 1,713 accts · $2.5M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$159,948
Investment management$62,500
Total administrative$222,448
The Fossil Group Inc. 401(k) match · 2024
Employer contribution per active participant$1,043
Median for plans this size$3,635
2024$1,043 per active participant
2023$1,140 per active participant
2022$1,135 per active participant

Fossil Group Inc.'s 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$159,948
ONEDIGITAL INVESTMENT · Investment advisory (plan)$62,500
ONEDIGITAL · Investment management$50,000
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
RESOURCES INVESTMENT ADVISORS, LLC · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$222,448 · 0.19%
2023$218,073 · 0.19%
2022$359,008 · 0.30%
Same employer
Similar plansWholesale Trade · Texas
Interstate Batteries, Inc. TX$141.4M · 0.23%
Copart, Inc. TX$131.4M · 0.50%
Inside Plastics TX$109.0M · 0.11%
Anderson Merchandisers, LLC TX$108.9M · 0.11%

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Source: U.S. Department of Labor, Form 5500 series, EIN 752018505 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.