How big is Fisher and Co LLC's plan?

Fisher and Co LLC's plan reported $10.4M in assets and 35 participants for 2025.

Original filing (PDF)20260506182143NAL0002317265001

Fisher and Co LLC

Name: Fisher and Co LLC — Fisher and Co LLC 401(k) Plan, Form 5500 (2025)
Creator: Fisher and Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fisher and Co LLC 401(k) Plan

401(k) retirement plan · Fisher and Co LLC's Fisher and Co LLC 401(k) Plan held $10.4M in plan assets for 35 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.4M

Net assets (EOY)

$10.4M

People on this filing

Pete Beckwith signed Fisher and Co LLC's 2025 Form 5500 as plan administrator.

Pete Beckwith — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fisher and Co LLC's EIN is 47-2202676.

EIN 47-2202676

Plan number 001

Plan year 2025

ACK ID 20260506182143NAL0002317265001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fisher and Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fisher and Co LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FISHER AND CO LLC.

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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

Knocking points off