Plan Ledger DOL Form 5500 · updated monthly

FISHER59, LLC401(k)

FISHER59, LLC 401(K) PLAN · DENTON, TX · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

FISHER59, LLC reported $44,770 in plan administrative expenses for 2024: 0.32% of average plan assets, above the peer median. Employer contributions averaged $1,691 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 3 years on file its reported administrative ratio has held roughly steady near 0.319%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other wholesale trade employers. By assets it is the 2,444th-largest of 5,688 plans among Texas employers on file, and 2,386th of 4,246 in wholesale trade. In 2024, employees put in $1.66 for every $1.00 the employer contributed; active participation has grown from 225 to 337 since 2022.

Plan summary
Net assets, end of year$14,830,037
Participants with balances322
Active participants337
Employer contributions$569,832
Employee contributions$945,184
Employer contribution per active participant$1,691
Average account balance$46,056
Benefits paid to participants$2,182,312
Plan auditUnmodified (clean) audit opinion
AuditorMWH GROUP
Plan history3
Yearassets · accounts · employer contribution
2024$14.8M · 322 accts · $570K emplr
2023$13.2M · 315 accts · $448K emplr
2022$10.4M · 256 accts · $375K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$24,961
Investment management$19,809
Total administrative$44,770
The FISHER59, LLC 401(k) match · 2024
Employer contribution per active participant$1,691
Median for plans this size$2,416
2024$1,691 per active participant
2023$1,520 per active participant
2022$1,668 per active participant

FISHER59, LLC'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 · 20243
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$24,961
CAPFINANCIAL PARTNERS, LLC · Investment advisory (participants)$14,193
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$5,616

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$44,770 · 0.32%
2023$38,072 · 0.32%
2022$37,107 · 0.32%
Same employer
Similar plansWholesale Trade · Texas
Wrist North America Inc. TX$15.1M · 0.40%
Allredi, LLC TX$14.5M · 0.32%
All-Pro Fasteners, Inc. TX$14.4M · 0.15%
Shoplc Global, Inc. TX$14.3M · 0.29%
Tramontina USA, Inc. TX$14.2M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 751669730 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.