PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. EILEEN FISHER, INC.
Sponsor portfolioTH

EILEEN FISHER, INC.

EIN 13-3359549-retail-Latest filing 2024
Plans
3
Retirement
2
$117.0M assets
Welfare
1
$814K premiums
Participants
2,969
2 BRIDGE STREET - IRVINGTON, NY 10533914-721-4004eileenfisher.comLinkedIn501-1000 employeesretail
Plans on this EIN
3 filings
#001401k-$92.9M - 1,137 part#002ESOP-$24.1M - 975 part#501Mixed-$814K - 687 lives

Retirement portfolio analytics

2 plans aggregated / $117.0M assets / 2,112 participants

Assets by plan

Share of aggregate retirement assets

79%top
  • 401(K) EMPLOYEE Savings (#001)79%
  • EMPLOYEE STOCK OWNERSHIP (#002)21%
Total $117.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) EMPLOYEE Savings (#001)1,137
  • EMPLOYEE STOCK OWNERSHIP (#002)975
Total 2,112Click row to drill in

Benefits portfolio analytics

1 plan / $814K premiums / 687 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$407K
  • Short-term disability$407K
  • Long-term disability$407K
  • Other$407K
  • Dental$407K
Total $814K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • HARTFORD LIFE AND ACCIDENT50%
  • DELTA DENTAL OF CALIFORNIA50%
Total $814K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE SEGAL COMPANY100%
Total $13K1 slice

Plan deep-dives

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

EILEEN FISHER, INC. 401(K) EMPLOYEE SAVINGS PLAN

401k

Assets$92.9M
Participants1,137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

EILEEN FISHER, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$24.1M
Participants975
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE EILEEN FISHER, INC. EMPLOYEE BENEFIT PLANS

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$814K
Covered lives687
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001EILEEN FISHER, INC. 401(K) EMPLOYEE SAVINGS PLAN401k$92.9M1,1372024
002EILEEN FISHER, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$24.1M9752024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE EILEEN FISHER, INC. EMPLOYEE BENEFIT PLANSMixedHARTFORD LIFE AND ACCIDENT$814K6872024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica