Fisher & Arnold, Inc. 401(k) Profit Sharing Retirement Plan
Sponsored by Fisher & Arnold, Inc. · EIN 621257853 · Plan #001
- Total assets
- $12.5M
- Net assets
- $12.5M
- Active participants
- 136
- With balances
- 138
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisors Llc | Investment advisory (plan), Consulting fees | $27,764 |
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $26,750 |