Fisher Retirement Solutions, LLC 401(K) Plan 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Fisher Retirement Solutions, LLC 401(K) Plan
  • Sponsor EIN: 992188878
  • Sponsor Address: TX
  • Plan Type: 401(k)
  • Total Participants: 131
  • Total Assets: $25.3M

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2024131$25.3M$199,266$426,862

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