Plan Snapshot
- Plan Sponsor: Fisher Retirement Solutions, LLC 401(K) Plan
- Sponsor EIN: 992188878
- Sponsor Address: 6404 INTERNATIONAL PARKWAY, PLANO, TX, 75093
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 131
- Total Assets: $25.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 131 | $25.3M | $199,266 | $426,862 |
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