# Fisher Brothers Management Company 401(k) Plan
Source: https://planprovider.pro/companies/fisher-brothers-management-company-401k-plan

> Fisher Brothers Management Company's 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fisher Brothers Management Company

- **Sponsor EIN:** 131804067

- **Sponsor Address:** 299 PARK AVENUE, NEW YORK CITY, NY, 10171

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

- **Total Participants:** 170

- **Total Assets:** $59.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|170|$59.9M|$817,387|$2.6M|

| 2023|184|$55.8M|$791,169|$2.5M|

| 2022|183|$48.3M|$604,908|$2.2M|

## 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|

| EMPOWER LIFE & ANNUITY INSURANCE CO|RECORDKEEPER|$43,955|—|$43,955|

| MMA SECURITIES LLC|INVESTMENT ADVISOR|$34,800|—|$34,800|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$14,738|—|$14,738|

| CITRIN COOPERMAN & CO. LLP|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $93,493

- **Estimated Expense Ratio:** 0.156% 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|$93,493|$49,538|—|—|—|

| 2023|$93,819|$55,941|—|—|—|

| 2022|$71,325|—|$70,225|—|$1,100|

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