Plans listing this provider
15
0.03% of the 56,420 plans with Schedule H financials; 13 in 2023
Providers › Fisher Asset Management, LLC
Fisher Asset Management, LLC
- Service provider, as named on Schedule C
- EIN 943029777
- Plan year 2024
- Direct compensation reported $992,802
Assets of those plans
$69,639,401,876
0.89% 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
$992,802
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) | 11 |
| 50 | Direct payment from the plan | 9 |
| 26 | Investment advisory (participants) | 4 |
| 51 | Investment management fees paid directly by plan | 4 |
| 28 | Investment management | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Apple 401(k) Plan | Apple | $24,714,519,387 | 143,849 | $52,243 |
| Delta 401(k) Retirement Plan | Delta Air Lines | $18,985,170,319 | 107,760 | $23,731 |
| Delta 401(k) Retirement Plan for Pilots | Delta Air Lines | $15,928,334,925 | 17,527 | $351,013 |
| The Permanente Medical Group, Inc. Salary Deferral Plan | Permanente Medical Group | $9,882,460,618 | 28,964 | $73,201 |
| RIX Industries 401(k) Profit Sharing Plan | RIX Industries | $31,396,011 | 263 | $92,014 |
| Permco 401(k) Profit Sharing Plan | Guyan International | $20,102,284 | 203 | $32,229 |
| J. Frank Schmidt & Son Co. 401(k) Profit Sharing Plan | J. Frank Schmidt & Son | $13,709,838 | 315 | $7,334 |
| Formentera Partners 401(k) Plan | Formentera Partners | $12,100,789 | 201 | $60,426 |
| Family 401(k) Plan | Diamond Environmental Services | $10,728,283 | 316 | $53,525 |
| Express Credit Auto Savings Incentive Plan | Express Credit Auto | $9,720,311 | 129 | $55,929 |
| The Marine Mammal Center 401(k) PSP & Trust | Marine Mammal Center | $7,115,411 | 156 | $44,897 |
| Ellison Environmental 401(k) Profit Sharing Plan | Ellison Environmental | $7,112,736 | 141 | $35,910 |
| Global Resources International 401(k) Plan | Global Resources International | $6,863,747 | 137 | $37,946 |
| Hames Corporation Employees Profit Sharing PL | Hames | $5,123,738 | 124 | $31,015 |
| American Apartment Management Tax Deferred Savings Plan | Aamci - Management | $4,943,479 | 125 | $41,389 |
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.