Fisher Associates, P.E., L.S., L.A., D.P.C. 401(k) Profit Sharing Plan
Sponsored by Fisher Associates, P.E., L.S., L.A., D.P.C. · EIN 161373998 · Plan #001
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 176
- With balances
- 223
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $53,985 |
| T. Rowe Price Trust Company | Contract administrator, Participant loan processing, Direct payment from the plan | $14,557 |
| Rimkus Marciano & Associates Inc | Contract administrator, Other services, Direct payment from the plan | $2,800 |