Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
L B FISHER & COMPANY
EIN 75-1521349investment bankingLatest filing 2024
Plans
2
Retirement
2
$9.9M assets
Welfare
0
Participants
8
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.9M assets / 8 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#001
L B FISHER & COMPANY PROFIT SHARING PLAN
MoneyPurchase
Assets$7.7M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
L B FISHER MONEY PURCHASE PENSION PLAN
MoneyPurchase
Assets$2.2M
Participants4
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | L B FISHER & COMPANY PROFIT SHARING PLAN | MoneyPurchase | $7.7M | 4 | 2024 | |
| 002 | L B FISHER MONEY PURCHASE PENSION PLAN | MoneyPurchase | $2.2M | 4 | 2024 |
Retirement plans