Plan Ledger DOL Form 5500 · updated monthly

Fishers Document Systems, Inc. dba Fishers Technology401(k)

FISHER'S TECHNOLOGY 401(K) PLAN · BOISE, ID · plan year 2024

Reported admin expense ratio · 2024
0.84%

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

Fishers Document Systems, Inc. dba Fishers Technology reported $78,767 in plan administrative expenses for 2024: 0.84% of average plan assets, higher than ~75% of peers. Employer contributions averaged $2,064 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 0.84%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other wholesale trade employers. By assets it is the 172nd-largest of 349 plans among Idaho employers on file, and 2,905th of 4,246 in wholesale trade. In 2024, employees put in $2.17 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,109,640
Participants with balances221
Active participants194
Employer contributions$400,479
Employee contributions$870,262
Employer contribution per active participant$2,064
Average account balance$45,745
Benefits paid to participants$880,673
Plan auditUnmodified (clean) audit opinion
AuditorHARRIS CPAS P.C.
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 221 accts · $400K emplr
2023$8.6M · 211 accts · $353K emplr
2022$7.0M · 185 accts · $327K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$78,767
Total administrative$78,767
The Fishers Document Systems, Inc. dba Fishers Technology 401(k) match · 2024
Employer contribution per active participant$2,064
Median for plans this size$1,313
2024$2,064 per active participant
2023$1,739 per active participant
2022$1,836 per active participant

Fishers Document Systems, Inc. dba Fishers Technology's 2024 employer contribution ran above the $1,313 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 · 20246
DA DAVIDSON & CO · Investment advisory (plan)$22,878
BENEFITS2 ADMINISTRATORS LLC · Contract administrator$14,653
ACCOUNTING PLATFORM BLOCKER$14,000
EMPOWER ADVISORY GROUP, LLC · Investment management$5,038
ENVESTNET RETIREMENT SOLUTIONS, LLC$1,756

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$78,767 · 0.84%
2023$60,198 · 0.77%
2022$59,328 · 0.83%
Same employer
Similar plansWholesale Trade · Idaho
Coleman Oil Company, LLC ID$13.0M · 0.65%
Lightforce USA Inc. ID$10.5M · 0.03%
Rs&I Inc. ID$8.4M · 0.34%
Premier Performance, LLC ID$7.3M · 0.56%
Kyani, Inc ID$3.4M · 0.58%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820464898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.