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Sponsor portfolio

CLIFFORD FISCHER & COMPANY

EIN 75-2049287-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$10.3M assets
Welfare
1
$22K premiums
Participants
198
GALLERIA NORTH TOWER, 13727 NOEL ROAD,SUITE #900 - DALLAS, TX 75240972-980-7100
Plans on this EIN
2 filings
#002401k-$10.3M - 90 part#501Fully Insured-$22K - 108 lives

Benefits portfolio analytics

1 plan / $22K premiums / 108 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $22K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $3K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

CLIFFORD FISCHER & COMPANY 401(K) PROFIT SHARING PLAN

401k

Assets$10.3M
Participants90
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

CLIFFORD FISCHER & COMPANY LONG TERM DISABILITY PLAN

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$22K
Covered lives108
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002CLIFFORD FISCHER & COMPANY 401(K) PROFIT SHARING PLAN401k$10.3M902025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501CLIFFORD FISCHER & COMPANY LONG TERM DISABILITY PLANFully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$22K1082024
Retirement plans
Welfare plans
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