Fisher Asset Management, LLC Dba Fisher Investments 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fisher Asset Management, LLC Dba Fisher Investments
  • Sponsor EIN: 202480800
  • Sponsor Address: 6500 INTERNATIONAL PKWY, SUITE 2050, PLANO, TX, 75093
  • Plan Type: 401(k)
  • Plan Number: 501
  • Total Participants: 5,076
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20255,076$0$0$0
20244,902$0$0$0
20234,560$0$0$0
20224,323$0$0$0

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