# Fisher Asset Management, LLC Dba Fisher Investments 401(k) Plan
Source: https://planprovider.pro/companies/fisher-asset-management-llc-dba-fisher-investments-401k-plan

> Fisher Asset Management, LLC Dba Fisher Investments's 401(k) plan: 4,886 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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 PARKWAY, PLANO, TX, 75093

- **Plan Type:** 401(k)

- **Total Participants:** 4,886

- **Total Assets:** $1.2B

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|4,886|$1.2B|$32.0M|$77.3M|

| 2023|4,124|$954.0M|$27.6M|$66.3M|

| 2022|4,202|$658.4M|$24.9M|$59.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| SCHWAB RETIREMENT PLAN SERVICES,INC|NONE|$76,134|—|$76,134|

| CHARLES SCHWAB & CO.,INC.|NONE|$9,239|—|$9,239|

| HOOD & STRONG, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [SCHWAB RETIREMENT PLAN SERVICES,INC](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [CHARLES SCHWAB & CO.,INC.](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HOOD & STRONG, LLP](https://planprovider.pro/provider/hood-and-strong-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $85,373

- **Estimated Expense Ratio:** 0.007% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$76,134|$37,653|—|—|—|

| 2023|$50,891|$18,084|—|—|—|

| 2022|$27,375|—|—|—|$50|

## Similar Plans

- [Situsamc Holdings Corp.](https://planprovider.pro/companies/situsamc-holdings-corp-401k-plan) — 1,952 participants

- [Tpg Global, LLC](https://planprovider.pro/companies/tpg-global-llc-401k-plan) — 1,528 participants

- [Dimensional Investment LLC](https://planprovider.pro/companies/dimensional-investment-llc-401k-plan) — 1,226 participants

- [Silver Ventures, INC.](https://planprovider.pro/companies/silver-ventures-inc-401k-plan) — 663 participants

- [Crow Family, INC.](https://planprovider.pro/companies/crow-family-inc-401k-plan) — 615 participants

- [Bepco, L.P.](https://planprovider.pro/companies/bepco-l-p-401k-plan) — 482 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fisher-asset-management-llc-dba-fisher-investments-401k-plan)

© 2026 PlanProvider.Pro