Nathan Fisher signed Fisher Retirement Solutions, LLC 401(k) Plan's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fisher Retirement Solutions, LLC 401(k) Plan's EIN is 99-2188878.
Download the official 2024 Form 5500 (PDF) for Fisher Retirement Solutions, LLC 401(k) Plan from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fisher Retirement Solutions, LLC 401(k) Plan's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $203 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PCRA Self-Directed Brokerage Account | Self-Directed Brokerage | — | — | $11.0M | 43.5% | |
| SCHWAB S&P 500 INDEX FUND Registered Investment Company | Common Collective Trusts | — | — | $5.3M | 21.1% | |
| SCHWAB TOTAL STK MARKET INDEX Registered Investment Company | Mutual Funds | — | — | $3.6M | 14.0% | |
| VANGUARD TTL WLDSTK INDEX ADM Registered Investment Company | Mutual Funds | — | — | $1.1M | 4.2% | |
| VANGUARD SMALL CAP INDEX ADMRL Registered Investment Company | Mutual Funds | — | — | $1.0M | 4.1% | |
| VANGUARD DEVELOPED MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $923K | 3.6% | |
| VANGUARD TTL BOND MKT IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $689K | 2.7% | |
| VANGUARD FED MONEY MARKET FUND Money Market / Cash Equivalent | Mutual Funds | — | — | $597K | 2.4% | |
| VANGUARD EMRG MKTS INDEX ADM Registered Investment Company | Mutual Funds | — | — | $495K | 2.0% | |
| PARTICIPANT LOANS (5.25% - 10.50%) | Bonds / Notes | — | — | $321K | 1.3% | |
| VANGUARD BALANCED INDEX ADM Registered Investment Company | Mutual Funds | — | — | $123K | 0.5% | |
| FIDELITY LONGTERM TRS BND IDX Registered Investment Company | Common Collective Trusts | — | — | $48K | 0.2% | |
| FIDELITY INFLATION-PROT BD IND Registered Investment Company | Mutual Funds | — | — | $45K | 0.2% | |
| VANGUARD SHORT TERM BD IDX ADM Registered Investment Company | Common Collective Trusts | — | — | $20K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
