Plan Snapshot
- Plan Sponsor: Fisher Holdings, INC.
- Sponsor EIN: 822723558
- Sponsor Address: 1624 RAYMOND AVENUE, MONROVIA, CA, 91016
- Plan Type: 401(k)
- Total Participants: 343
- Total Assets: $12.3M
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 | 343 | $12.3M | $286,222 | $1.2M |
| 2023 | 282 | $11.1M | $305,333 | $1.2M |
| 2022 | 401 | $9.8M | $288,097 | $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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $32,292 | — | $32,292 |
| RAYMOND JAMES FINANCIAL SERVICES | INVESTMENT ADVISORY | $23,704 | $9 | $23,713 |
| WRIGHT FORD YOUNG & CO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RAYMOND JAMES FINANCIAL SERVICES — INVESTMENT ADVISORY
- WRIGHT FORD YOUNG & CO — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $56,005
- Estimated Expense Ratio: 0.456% 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 | $55,996 | $23,704 | $32,292 | — | — |
| 2023 | $94,336 | — | $94,336 | — | — |
| 2022 | $83,536 | — | — | — | — |