Fisher & Company, Incorporated 401(k) Plan
Sponsored by Fisher & Company, Incorporated · EIN 381783305 · Plan #003
- Total assets
- $71.9M
- Net assets
- $71.9M
- Active participants
- 950
- With balances
- 1,274
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $139,165 |
| Capfinancial Partners Llc Dba Captr | Investment advisory (plan) | $23,318 |