What public Form 5500 filings show about the Fisher Associates, P.E., L.S., L.A., D.P.C. 401(k) plan — and how to find and check your own account.
Fisher Associates, P.E., L.S., L.A., D.P.C. (EIN 16-1373998) reports FISHER ASSOCIATES, P.E., L.S., L.A., D.P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $24.5M in plan assets across 176 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 Associates, P.E., L.S., L.A., D.P.C. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Fisher Associates, P.E., L.S., L.A., D.P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RIMKUS MARCIANO & ASSOCIATES, T ROWE PRICE TRUST.