Retirement plan

FISHER COMPANIES 401K PROFIT SHARING PLAN

Name: FISHER COMPANIES, INC. - FISHER COMPANIES 401K PROFIT SHARING PLAN (2023) Form 5500
Creator: FISHER COMPANIES, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FISHER COMPANIES 401K PROFIT SHARING PLAN, FISHER COMPANIES, INC.

FISHER COMPANIES, INC.EIN 91-2196155Plan #001PY 2023

625 FISHER LANE - BURLINGTON, WA 982333431360-757-4094fisherpropertiesco.comLinkedIn1-10 employeesreal estate

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$20.2M

+23.2% from 2022

Total participants

274

+17.1% from 2022

Average account balance

$78,892

+6.9% from 2022

Annual return

14.60%

+31.69 pp from 2022

Benchmarks

See 3,251 peers

Peer group

Industry23 - Construction

Plan typeDefined contribution

Participants100-249

Cohort3,251 peers

Snapshot2023

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

Analytics

Total assets (EOY)

Plan-year ending balance

$28.25M

Not enough data

1 years with asset history on file

Average account balance

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

$92K

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.

306

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.

81.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$3.02M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$12K

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

+29.47%

Not enough data

1 years with return on file

Admin fee / account holder

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

$143

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

1 years with F_SCH_H allocation on file

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

Service providers

Top 3 by compensation

Provider	Service type	Compensation
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259	Securities Custodian	$7,759
RANDALL & HURLEY, INC.5 years Service code 15 · EIN 91-1661080 1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019	Recordkeeping	$2,700
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO Service code 59	Shareholder Servicing	$0

Plan features & details

Pension benefit codes2E2F2G2J2K2T3D

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.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
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

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$13K

$65 / participant

Contract admin$3K21.2%
Other / not subdivided$10K78.8%

% of EOY assets

0.066%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: MOSS ADAMS LLP
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$78,892

$76,696+2.9%

$96,515-18.3%

$71,511+10.3%

Participation rate

91.1%

66.6%+24.6pp

74.3%+16.8pp

67.9%+23.2pp

Annual return

14.60%

48.32%-33.7pp

35.73%-21.1pp

28.86%-14.3pp

Employer contribution / active EE

$5,739

$3,032+89.3%

$3,740+53.5%

$2,589+121.7%

Participant deferral / active EE

$6,337

$3,770+68.1%

$4,880+29.9%

$4,291+47.7%

Admin fee / account holder

$52

$2,030-97.5%

$6,735-99.2%

$1,588-96.7%

Provider

Service type

Compensation

CHARLES SCHWAB & CO., INC.4 years

Filed as: CHARLES SCHWAB TRUST BANK

Service code 19 · EIN 82-3967259

Securities Custodian

$7,759

RANDALL & HURLEY, INC.5 years

Service code 15 · EIN 91-1661080

1328 N WHITMAN LANE · LIBERTY LAKE, WA 99019

Recordkeeping

$2,700

CHARLES SCHWAB & CO., INC.5 years

Filed as: CHARLES SCHWAB & CO

Service code 59

Shareholder Servicing

FISHER COMPANIES 401K PROFIT SHARING PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FISHER COMPANIES 401K PROFIT SHARING 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