Plan Ledger DOL Form 5500 · updated monthly

Fisher Holdings Inc401(k)

FISHER HOLDINGS INC 401K PLAN · MONROVIA, CA · plan year 2024

Reported admin expense ratio · 2024
0.48%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Fisher Holdings Inc reported $55,996 in plan administrative expenses for 2024: 0.48% of average plan assets, higher than ~75% of peers. Employer contributions averaged $834 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.82% to 0.48%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (4,923rd of 9,483), and the 888th of 2,534 in administrative & support services. In 2024, employees put in $4.18 for every $1.00 the employer contributed; active participation has shrunk from 401 to 343 since 2022.

Plan summary
Net assets, end of year$12,287,891
Participants with balances317
Active participants343
Employer contributions$286,222
Employee contributions$1,197,387
Employer contribution per active participant$834
Average account balance$38,763
Benefits paid to participants$1,949,039
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$12.3M · 317 accts · $286K emplr
2023$11.1M · 177 accts · $305K emplr
2022$9.8M · 390 accts · $288K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$32,292
Investment management$23,704
Total administrative$55,996
The Fisher Holdings Inc 401(k) match · 2024
Employer contribution per active participant$834
Median for plans this size$2,416
2024$834 per active participant
2023$1,083 per active participant
2022$718 per active participant

Fisher Holdings Inc's 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$32,292
RAYMOND JAMES FINANCIAL SERVICES · Investment advisory (plan)$23,704
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$55,996 · 0.48%
2023$94,336 · 0.90%
2022$83,536 · 0.82%
Same employer
Similar plansAdministrative & Support Services · California
Popout, Inc. dba Shippo CA$13.2M · 0.07%
Valmetal Tulare, Inc. CA$13.1M · 0.47%
Riviera Partners CA$12.9M · 0.19%
Majorel USA, Inc. CA$12.8M · 0.42%
Pacific Coast Termite, Inc. CA$12.2M · 0.38%
Surefox North America Corp. CA$11.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 822723558 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.