Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 9 in 2023
Providers › Fisher Asset Management LLC Fisher
Fisher Asset Management LLC Fisher
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $755,859
Assets of those plans
$168,820,926
0.00% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$755,859
100% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 14 |
| 99 | Other fees | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| ACS Group, Inc. 401(k) Profit Sharing Plan | Automation and Control Strategies Group | $21,649,118 | 239 | $77,064 |
| Mclaughlin Family Companies 401(k) Plan | Mclaughlin Family Companies | $20,114,898 | 729 | $61,191 |
| Zag Technical Services 401(k) Profit Sharing Plan | Zag Technical Services | $17,248,198 | 135 | $65,993 |
| Metalworks, Inc. Profit Sharing and Retirement Savings Plan and Trust Agreement | Metalworks | $16,179,583 | 251 | $60,342 |
| Interimage, Inc. 401(k) Profit Sharing Plan | Interimage | $13,230,542 | 128 | $63,571 |
| Rabren General Contractors 401(k) PSP | Rabren General Contractors | $9,880,667 | 102 | $54,605 |
| Century III, Inc. Retirement Trust | Century III | $9,434,179 | 150 | $65,243 |
| Full Circle AG 401(k) Plan | Full Circle | $9,300,816 | 114 | $33,482 |
| Tori Richard, Ltd. 401(k) Retirement Savings Plan | Tori Richard | $8,425,815 | 121 | $23,968 |
| Aaron Investments Inc. D/B/A Woodstock Outlet 401(k) Plan | Aaron Invstmnts Inc DBA Woodstock Outlet | $7,971,838 | 124 | $32,558 |
| Godwin Plumbing, Inc. Employee 401(k) Profit Sharing Plan | Godwin Plumbing | $7,970,658 | 140 | $59,433 |
| Temporary Housing, Inc. 401(k) Profit Sharing Plan | Temporary Housing Inc. CRS Temporary Housing | $7,851,226 | 387 | $45,057 |
| Reaction Biology Corp 401(k) Profit Sharing Plan and Trust | Reaction Biology | $7,002,868 | 116 | $42,851 |
| Team Carney, Inc. 401(k) Plan | Team Carney | $6,689,933 | 133 | $32,827 |
| Schwab Industries, Inc. 401(k) Profit Sharing Plan | Schwab Industries | $5,870,587 | 140 | $37,674 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.