How big is William FISK's plan?

William FISK's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20251009164657NAL0011914608001

William FISK

Name: William FISK — William FISK 401(k) Plan, Form 5500 (2024)
Creator: William FISK
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William FISK 401(k) Plan

401(k) retirement plan · William FISK's William FISK 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

William FISK's EIN is 38-3210833.

EIN 38-3210833

Plan number 002

Plan year 2024

ACK ID 20251009164657NAL0011914608001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William FISK from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William FISK's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WILLIAM FISK.

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Plan health score

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

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (88th percentile).

Plan sponsor

Name

WILLIAM FISK

EIN

all filings

Address

333 BRIDGE ST NW · SUITE 1200 · GRAND RAPIDS, MI · 49504

Phone

(517) 853-3366

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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