Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
R. C. FISCHER & CO.
EIN 94-1342776Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$16.8M assets
Welfare
0
Participants
73
1777 BOTELHO DRIVE, SUITE 375 - WALNUT CREEK, CA 94596925-932-7823
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $16.8M assets / 73 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#002
R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$11.0M
Participants36
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST
401k
Assets$5.7M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | R. C. FISCHER & CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $11.0M | 36 | 2025 | |
| 001 | R. C. FISCHER & CO. EMPLOYEE SAVINGS & PROFIT SHARING TRUST | 401k | $5.7M | 37 | 2025 |
Retirement plans