Fisher Capital LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fisher Capital LLC
  • Sponsor EIN: 870966451
  • Sponsor Address: 9595 WILSHIRE BLVD STE 900, BEVERLY HILLS, CA, 902122509
  • Plan Type: 401(k)
  • Total Participants: 25
  • Total Assets: $11,661

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202425$11,661$0$0
202325$10,193$0$0
202225$8,623$2,383$3,575

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