Full Circle Ag 401(k) Plan
Sponsored by Full Circle Ag · EIN 460133920 · Plan #002
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 73
- With balances
- 114
Plan year beginning 09/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fisher Asset Management, Llc CRD 107342 | fuzzy_auto · 95% | 2024 |
| Fisher Retirement Solutions Llc CRD 331205 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fisher Asset Management Llc Fisher | Investment advisory (plan) | $33,482 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $18,305 |
| Fisher Retirement Solutions Llc | Investment advisory (plan) | $12,274 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 09/01/2024 | $9.3M | 73 | ack 20260323155445NAL0001746481001 |
| 01/10/2024 | $7.8M | 69 | ack 20250424124719NAL0004678387001 |