# Fisher Associates, P.E., L.S., L.A., D.P.C. 401(k) Plan
Source: https://planprovider.pro/companies/fisher-associates-p-e-l-s-l-a-d-p-c-plan

> Fisher Associates, P.E., L.S., L.A., D.P.C.'s 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fisher Associates, P.E., L.S., L.A., D.P.C.

- **Sponsor EIN:** 161373998

- **Sponsor Address:** 180 CHARLOTTE STREET, ROCHESTER, NY, 14607

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

- **Total Participants:** 176

- **Total Assets:** $24.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|176|$24.5M|$390,366|$1.6M|

| 2023|161|$22.8M|$336,055|$1.4M|

| 2022|156|$20.6M|$273,553|$1.2M|

## 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|

| FREED MAXICK, P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $0

### 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|$71,342|—|$71,342|—|—|

| 2023|$88,884|—|$88,884|—|—|

| 2022|$85,090|$85,090|—|—|—|

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