PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. ALAN FISHER
Sponsor portfolio

ALAN FISHER

EIN 95-3957360-Health Care and Social Assistance-Latest filing 2025
Plans
2
Retirement
2
$378K assets
Welfare
0
Participants
10
612 WEST DUARTE ROAD, SUITE 705 - ARCADIA, CA 91007626-482-0542
Plans on this EIN
2 filings
#002CashBalance-$253K - 5 part#001401k-$126K - 5 part

Retirement portfolio analytics

2 plans aggregated / $378K assets / 10 participants

Assets by plan

Share of aggregate retirement assets

67%top
  • CASH BALANCE PLAN (#002)67%
  • ALAN FISHER 401(K) (#001)33%
Total $378KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PLAN (#002)5
  • ALAN FISHER 401(K) (#001)5
Total 10Click row to drill in

Plan deep-dives

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

ALAN FISHER CASH BALANCE PLAN

CashBalance

Assets$253K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

ALAN FISHER 401(K) PLAN

401k

Assets$126K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ALAN FISHER CASH BALANCE PLANCashBalance$253K52025
001ALAN FISHER 401(K) PLAN401k$126K52025
Retirement 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