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  2. FISH & RICHARDSON P.C.
Sponsor portfolio

FISH & RICHARDSON P.C.

EIN 04-3254521-Latest filing 2025
Plans
4
Retirement
3
$826.5M assets
Welfare
1
$23.5M premiums
Participants
3,064
60 SOUTH SIXTH STREET, SUITE 3200 - MINNEAPOLIS, MN 55402612-337-2098
Plans on this EIN
4 filings
#001401k-$641.0M - 1,457 part#004CashBalance-$153.9M - 165 part#003401k-$31.7M - 276 part#501Mixed-$23.5M - 2,138 lives

Retirement portfolio analytics

3 plans aggregated / $826.5M assets / 1,898 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • SHARING - 401(K) (#001)78%
  • CASH BALANCE PLAN (#004)19%
  • ASSOCIATES' - 401(K) (#003)4%
Total $826.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
78%top
  • CHARLES SCHWAB & CO., INC.78%
  • (Not disclosed)22%
Total $826.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SHARING - 401(K) (#001)1,457
  • ASSOCIATES' - 401(K) (#003)276
  • CASH BALANCE PLAN (#004)165
Total 1,898Click row to drill in

Benefits portfolio analytics

1 plan / $23.5M premiums / 2,138 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$20.8M
  • Vision$20.8M
  • Other$2.4M
  • Life$2.0M
  • Long-term disability$1.6M
Total $23.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • COMPSYCH0%
Total $23.5M4 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • MARSH & MCLENNAN AGENCY LLC90%
  • BROWN & BROWN INSURANCE SERVICES9%
  • MMA SECURITIES LLC1%
Total $558K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FISH & RICHARDSON PROFIT SHARING - 401(K) PLAN

401k

Assets$641.0M
Participants1,457
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FISH & RICHARDSON PRINCIPALS' CASH BALANCE PLAN

CashBalance

Assets$153.9M
Participants165
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

FISH & RICHARDSON ASSOCIATES' - 401(K) PLAN

401k

Assets$31.7M
Participants276
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FISH & RICHARDSON P.C. GROUP BENEFITS PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$23.5M
Covered lives2,138
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001FISH & RICHARDSON PROFIT SHARING - 401(K) PLAN401k$641.0M1,4572024
004FISH & RICHARDSON PRINCIPALS' CASH BALANCE PLANCashBalance$153.9M1652024
003FISH & RICHARDSON ASSOCIATES' - 401(K) PLAN401k$31.7M2762024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FISH & RICHARDSON P.C. GROUP BENEFITS PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$23.5M2,1382025
Retirement plans
Welfare plans
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