Plans listing this provider
108
0.19% of the 56,420 plans with Schedule H financials; 91 in 2023
Providers › Fisher Investments
Fisher Investments
- Service provider, as named on Schedule C
- EIN 202480800
- Plan year 2024
- Direct compensation reported $4,906,514
Assets of those plans
$133,663,046,879
1.72% of all Schedule H plan assets
Plans where it is the recordkeeper
9
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$4,906,514
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 |
|---|---|---|
| 50 | Direct payment from the plan | 90 |
| 26 | Investment advisory (participants) | 76 |
| 27 | Investment advisory (plan) | 16 |
| 99 | Other fees | 11 |
| 21 | Trustee (bank, trust company or similar) | 10 |
| 49 | Other services | 10 |
| 15 | Recordkeeping and information management | 9 |
| 64 | Recordkeeping fees | 9 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| United Airlines Pilot Retirement Account Plan | United Airlines | $16,835,964,452 | 20,025 | $1,076,937 |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines | $11,622,763,375 | 12,980 | $716,470 |
| Schwabplan Retirement Savings and Investment Plan | Schwab Charles | $8,932,117,605 | 43,060 | $15,860 |
| Humana Retirement Savings Plan | Humana | $7,706,147,015 | 60,365 | $54,469 |
| HDR, Inc. Best Plan and ESOP | HDR | $7,698,378,085 | 15,939 | $10,077 |
| Intermountain Health 401(k) Plan | Intermountain Health Care | $6,832,891,000 | 83,866 | $6,000 |
| The 401(k) Plan for Permanente Medical Groups | Southern California Permanente Medical Group | $6,535,861,838 | 22,192 | $6,249 |
| Jetblue Airways Retirement Plan | Jetblue Airways | $5,447,050,378 | 26,861 | $82,002 |
| IU Health 401(k) Savings Plan | Indiana University Health | $4,481,656,061 | 50,764 | $6,237 |
| Latham & Watkins 401(k) Savings and Profit Sharing Plan | Latham & Watkins | $3,071,147,941 | 8,020 | $26,548 |
| Black & Veatch Retirement Program | BVH | $3,040,446,983 | 10,352 | $28,369 |
| Penn State Health 401(k) Savings Plan | Penn State Health | $2,925,576,909 | 21,753 | $6,355 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation | $2,464,050,640 | 4,511 | $173,288 |
| CGI Technologies and Solutions, Inc. 401(k) Savings Plan | American Management Systems | $2,441,837,678 | 15,608 | $26,374 |
| Allianz Asset Management of America 401(k) Savings and Retirement Plan | Allianz Asset Management of America | $2,157,697,959 | 4,907 | $5,006 |
| Cadence Design Systems, Inc. 401(k) Plan | Cadence Design Systems | $2,092,078,532 | 5,890 | $29,741 |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin | $1,932,030,718 | 5,876 | $21,670 |
| The Mathworks 401(k) Retirement Plan | Mathworks | $1,798,430,908 | 5,108 | $38,885 |
| Teamhealth 401(k) Plan | Ameriteam Services | $1,798,253,817 | 18,360 | $5,599 |
| The SCI 401(k) Retirement Savings Plan | Service Corporation International | $1,753,628,148 | 26,303 | $7,188 |
| Infineon Technologies Savings Plan | International Rectifier | $1,743,065,408 | 6,471 | $34,849 |
| Andersen 401(k) Plan | Andersen | $1,456,783,899 | 18,308 | $31,934 |
| Skywest, Inc. Employees' Retirement Plan | Skywest | $1,420,052,359 | 12,750 | $32,160 |
| INEOS Retirement Savings Plan | INEOS USA | $1,398,898,322 | 6,064 | $6,584 |
| Cooley LLP Salary Deferral and Profit Sharing Plan | Cooley | $1,317,917,960 | 4,021 | $27,314 |
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.