Fisher's Technology 401(k) Plan
Sponsored by Fishers Document Systems, Inc. Dba Fishers Technology · EIN 820464898 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 194
- With balances
- 221
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Da Davidson & Co | Investment advisory (plan) | $22,878 |
| Empower Annuity Insurance Co | Recordkeeping fees | $21,736 |
| Benefits2 Administrators Llc | Contract administrator | $14,653 |
| Accounting Platform Blocker | Other fees | $14,000 |
| Empower Advisory Group, Llc | Investment management | $5,038 |
| Envestnet Retirement Solutions, Llc | Other fees | $1,756 |