Fischer Homes 401(k) Profit Plus Plan And Trust
Sponsored by Fischer Management, Llc · EIN 610990213 · Plan #001
- Total assets
- $94.7M
- Net assets
- $94.7M
- Active participants
- 869
- With balances
- 1,094
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 |
|---|---|---|
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pca Investment Advisory Services | Investment advisory (plan) | $49,837 |
| Pension Corporation Of America | Contract administrator, Recordkeeping, Investment management | $37,450 |
| Charles Schwab Trust Bank | Investment management, Sub-transfer agency fees, Float revenue | $20,823 |