# Fisher Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fisher-holdings-inc-401k-plan

> Fisher Holdings, INC.'s 401(k) plan: 343 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/raymond-james-financial-inc) — INVESTMENT ADVISORY

- [WRIGHT FORD YOUNG & CO](https://planprovider.pro/provider/wright-ford-young-and-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|—|—|—|—|

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