How big is ALAN Fisher's plan?

ALAN Fisher's plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20250722140205NAL0006263602001

ALAN Fisher

Name: ALAN Fisher — ALAN Fisher Cash Balance Plan, Form 5500 (2024)
Creator: ALAN Fisher
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ALAN Fisher Cash Balance Plan

Defined-benefit pension plan · ALAN Fisher's ALAN Fisher Cash Balance Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

ALAN Fisher signed ALAN Fisher's 2024 Form 5500 as plan administrator.

ALAN Fisher — 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

ALAN Fisher's EIN is 95-3957360.

EIN 95-3957360

Plan number 002

Plan year 2024

ACK ID 20250722140205NAL0006263602001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

ALAN Fisher's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

ALAN FISHER

EIN

all filings

Address

612 WEST DUARTE ROAD · SUITE 705 · ARCADIA, CA · 91007

Phone

(626) 482-0542

Industry

Offices of Physicians· Health Care & Social Assistance

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

2025-07-22

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

Small plans don't disclose service providers

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