Plan Snapshot
- Plan Sponsor: Fisher59, LLC
- Sponsor EIN: 751669730
- Sponsor Address: 5050 WEST UNIVERSITY DRIVE, DENTON, TX, 76207
- Plan Type: 401(k)
- Total Participants: 337
- Total Assets: $14.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 337 | $14.8M | $569,832 | $945,184 |
| 2023 | 295 | $13.2M | $448,287 | $808,854 |
| 2022 | 225 | $10.4M | $375,261 | $701,151 |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $24,961 | — | $24,961 |
| CAPFINANCIAL PARTNERS, LLC | INVESTMENT ADVISOR | $14,193 | — | $14,193 |
| STRATEGIC ADVISORS, INC. | INVESTMENT ADVISOR | $5,616 | — | $5,616 |
| MWH GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- STRATEGIC ADVISORS, INC. — INVESTMENT ADVISOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $44,770
- Estimated Expense Ratio: 0.302% 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 | $44,770 | $19,809 | — | — | — |
| 2023 | $38,072 | $4,502 | — | $13,530 | — |
| 2022 | $37,107 | $4,714 | — | — | — |