Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FISKE ADVISORY LLC
EIN 33-2348182Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
34
1250 S PINE ISLAND ROAD, STE 300 - PLANTATION, FL 33324954-361-2300
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 34 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
FISKE & COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$2.0M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FISKE & COMPANY 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants18
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FISKE & COMPANY 401(K) PROFIT SHARING PLAN | 401k | $2.0M | 16 | 2024 | |
| 001 | FISKE & COMPANY 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 18 | 2025 |
Retirement plans