How big is Fish and Associates' plan?

Fish and Associates' plan reported $2.6M in assets and 3 participants for 2025.

Original filing (PDF)20260519120847NAL0001241280002

Fish and Associates

Name: Fish and Associates — Fish and Associates 401(k), Form 5500 (2025)
Creator: Fish and Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fish and Associates 401(k) Plan

401(k) retirement plan · Fish and Associates' Fish and Associates 401(k) Plan held $2.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Kathleen Fish signed Fish and Associates' 2025 Form 5500 as plan administrator.

Kathleen Fish — 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

Fish and Associates' EIN is 74-3108603.

EIN 74-3108603

Plan number 001

Plan year 2025

ACK ID 20260519120847NAL0001241280002

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Fish and Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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