Original filing (PDF)20250918113605NAL0000632547001

FISHERS DOCUMENT SYSTEMS, INC. DBA FISHERS TECHNOLOGY

Name: FISHERS DOCUMENT SYSTEMS, INC. DBA FISHERS TECHNOLOGY — FISHER'S TECHNOLOGY 401(K) PLAN, Form 5500 (2024)
Creator: FISHERS DOCUMENT SYSTEMS, INC. DBA FISHERS TECHNOLOGY

Form 5500

FILING_RECEIVED

FISHER'S TECHNOLOGY 401(K) PLAN

401(k) retirement plan

Signals · 3

100% in single holding~79 bps in Sched C fees6 service providers

Active participants

194

Accounts w/ balance

221

Plan assets (EOY)

$10.1M

Net assets (EOY)

$10.1M

How this plan invests

This plan

1 pooled trust

Schedule D

1 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FISHERS DOCUMENT SYSTEMS, INC. DBA FISHERS TECHNOLOGY.

Plan sponsor

Name

FISHERS DOCUMENT SYSTEMS, INC. DBA FISHERS TECHNOLOGY

EIN

82-0464898

Address

575 EAST 42ND STREET · BOISE, ID · 83714

Phone

(208) 947-3499

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

6 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
EMPOWER ANNUITY INSURANCE CO	—	GREENWOOD VILLAGE, CO	RECORDKEEPER	$22K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
DA DAVIDSON & CO	—	GREAT FALLS, MT	INVESTMENT ADVISOR	$23K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp

Investments

1 pooled fund· $256K(3% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.