Original filing (PDF)20240716170333NAL0001824691001

FISKE & COMPANY

Name: FISKE & COMPANY — FISKE & COMPANY 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: FISKE & COMPANY

Form 5500-SF

FILING_RECEIVED

FISKE & COMPANY 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan health score

/ 100

Grade A

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISKE & COMPANY.

Plan sponsor

Name

FISKE & COMPANY

EIN

26-1419740

Address

1250 S PINE ISLAND ROAD · STE 300 · PLANTATION, FL · 33324

Phone

(954) 361-2300

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-07-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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