Fisher Investments Welfare Benefit Plan — Form 5500 plan (Fisher Asset Management, LLC Dba Fisher Investments)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fisher Investments Welfare Benefit Plan is a benefit plan reported by Fisher Asset Management, LLC Dba Fisher Investments under EIN 20-2480800 and plan number 501. The latest loaded filing year is 2023. The filing reports 4,454 participants and not reported in the loaded dataset in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Fisher Asset Management, LLC Dba Fisher Investments
- EIN
- 20-2480800
- Plan number
- 501
- Plan type
- 2
- Location
- Plano, TX
- Latest filing year
- 2023
- Participants
- 4,454
- End-of-year plan assets
- not reported in the loaded dataset
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,454 | — | 20240920065653NAL0007127121001 |
Reported financial statement
This plan is loaded, but Schedule H / I financial-statement detail is not present for it in the current loaded dataset.
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.