Plan Snapshot
- Plan Sponsor: Fishers Document Systems, INC. Dba Fishers Technology
- Sponsor EIN: 820464898
- Sponsor Address: 575 EAST 42ND STREET, BOISE, ID, 83714
- Plan Type: 401(k)
- Total Participants: 194
- Total Assets: $10.1M
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 | 194 | $10.1M | $400,479 | $870,262 |
| 2023 | 203 | $8.6M | $353,049 | $815,876 |
| 2022 | 178 | $7.0M | $326,805 | $712,433 |
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 |
|---|---|---|---|---|
| HARRIS CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $78,767 | — | — | — | — |
| 2023 | $60,198 | — | $6,485 | — | — |
| 2022 | $59,328 | — | $59,328 | — | — |