Retirement plan

FISHER, HARRIS, SHAPIRO RETIREMENT SAVINGS PLAN

Name: FISHER, HARRIS, SHAPIRO - FISHER, HARRIS, SHAPIRO RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: FISHER, HARRIS, SHAPIRO
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FISHER, HARRIS, SHAPIRO RETIREMENT SAVINGS PLAN, FISHER, HARRIS, SHAPIRO

FISHER, HARRIS, SHAPIROEIN 13-3987615Plan #001PY 2025

880 THIRD AVE, 14TH FLOOR - NEW YORK, NY 100224730212-588-8320LinkedIn1-10 employeesmental health care

Prospect flagsHigh feesLow fidelity bond

How to read this page

Total assets (EOY)

$4.4M

+41.9% from 2024

Total participants

+27.6% from 2024

Average account balance

$129,483

+4.4% from 2024

Annual return

21.57%

+4.02 pp from 2024

Benchmarks

See 2,730 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort2,730 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$4.40M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$129K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

100.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$641K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$19K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+21.57%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$795

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2J3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$27K

$795 / participant

Other / not subdivided$27K100.0%

% of EOY assets

0.614%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$129,483

$145,431-11.0%

$211,142-38.7%

$87,485+48.0%

Participation rate

91.2%

84.7%+6.4pp

87.3%+3.9pp

68.9%+22.2pp

Annual return

21.57%

27.21%-5.6pp

46.84%-25.3pp

26.06%-4.5pp

Employer contribution / active EE

$7,150

$4,662+53.4%

$6,442+11.0%

$2,596+175.4%

Participant deferral / active EE

$11,698

$6,859+70.6%

$9,284+26.0%

$4,274+173.7%

Admin fee / account holder

$795

$17,052-95.3%

$19,076-95.8%

$7,775-89.8%

FISHER, HARRIS, SHAPIRO RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FISHER, HARRIS, SHAPIRO RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion