Fisher Brothers Employees' Savings Plan
Sponsored by Fisher Brothers Management Company · EIN 131804067 · Plan #001
- Total assets
- $59.9M
- Net assets
- $59.9M
- Active participants
- 170
- With balances
- 230
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $43,955 |
| Mma Securities Llc | Investment advisory (plan) | $34,800 |
| Empower Advisory Group, Llc | Investment management | $14,738 |