# Fisher59, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fisher59-llc-401k-plan

> Fisher59, LLC&#39;s 401(k) plan: 337 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — 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|—|—|—|

## Similar Plans

- [Faust Distributing Company, INC.](https://planprovider.pro/companies/faust-distributing-company-inc-401k-plan) — 375 participants

- [Houston Distributing Company INC.](https://planprovider.pro/companies/houston-distributing-company-inc-401k-plan) — 420 participants

- [Silver Eagle Beverages, LLC](https://planprovider.pro/companies/silver-eagle-distributors-l-p-401k-plan) — 446 participants

- [Brown Distributing Company, Ltd](https://planprovider.pro/companies/brown-distributing-company-ltd-401k-plan) — 448 participants

- [Standard Sales Company, L.P.](https://planprovider.pro/companies/standard-sales-company-l-p-401k-plan) — 548 participants

- [Giglio Distributing Company](https://planprovider.pro/companies/giglio-distributing-company-401k-plan) — 739 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fisher59-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
