Plan Ledger DOL Form 5500 · updated monthly

Fisher Retirement Solutions, LLC 401(K) Plan401(k)

FISHER RETIREMENT SOLUTIONS, LLC 401(K) PLAN · PLANO, TX · plan year 2024

Reported admin expense ratio · 2024
0.00%

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

Fisher Retirement Solutions, LLC 401(K) Plan reported $450 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,521 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 1,721st-largest of 5,688 plans among Texas employers on file, and 2,679th of 4,798 in finance & insurance. In 2024, employees put in $2.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$25,349,605
Participants with balances121
Active participants131
Employer contributions$199,266
Employee contributions$426,862
Employer contribution per active participant$1,521
Average account balance$209,501
Benefits paid to participants$3,225
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$450
Total administrative$450
The Fisher Retirement Solutions, LLC 401(K) Plan 401(k) match · 2024
Employer contribution per active participant$1,521
Median for plans this size$2,416

Fisher Retirement Solutions, LLC 401(K) Plan's 2024 employer contribution ran below the $2,416 median for plans its size. 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 · 20241
CHARLES SCHWAB & CO., INC. · Securities brokerage$203

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

Administrative cost history1
2024$450 · 0.00%
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Source: U.S. Department of Labor, Form 5500 series, EIN 992188878 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.