FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS 401(k) Plan
What public Form 5500 filings show about the FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS 401(k) plan — and how to find and check your own account.
The FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS 401(k) on its latest Form 5500
FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS (EIN 20-2480800) reports FISHER INVESTMENTS 401(K) PLAN on its most recent Form 5500, with $1.2B in plan assets across 4,886 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS filing — schedules, fees, and providers.
Who runs the FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
How to check your FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask FISHER ASSET MANAGEMENT, LLC DBA FISHER INVESTMENTS HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).