AUMdb

Fossil Group, Inc. Savings And Retirement Plan

Sponsored by Fossil Group Inc. · EIN 752018505 · Plan #002

Total assets
$121M
Net assets
$120M
Active participants
1,799
With balances
1,407

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Onedigital Investment Advisors Llc CRD 106766 fuzzy_auto · 94% 2024
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $159,948
Onedigital Investment Investment advisory (plan), Direct payment from the plan $62,500
Onedigital Investment management, Consulting fees $50,000
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0
Resources Investment Advisors, Llc Investment advisory (participants), Consulting fees $0