Fisher Investments 401(k) Plan
Sponsored by Fisher Asset Management, Llc Dba Fisher Investments · EIN 202480800 · Plan #001
- Total assets
- $1.2B
- Net assets
- $1.2B
- Active participants
- 4,886
- With balances
- 5,076
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $76,134 |
| Charles Schwab & Co.,Inc. | Securities brokerage, Direct payment from the plan, Shareholder servicing fees | $9,239 |