Fisher Investments — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fisher Investments is reported as a service provider on 92 loaded Form 5500 filing(s) across 90 plan sponsor(s) and 92 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $10,713,828 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $10,713,828
- Reported indirect compensation
- $0
- Total reported compensation
- $10,713,828
- Filings
- 92
- Plan sponsors
- 90
- Plans
- 92
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Merck & Co., Inc. | NJ | 1 | $3,438,832 |
| Merck & Co., Inc. | NJ | 1 | $2,257,980 |
| United Airlines, Inc. | IL | 1 | $818,308 |
| U A Local Union Officers & Employees Pension Fund | MD | 1 | $647,689 |
| Southwest Airlines Company | TX | 1 | $443,936 |
| Ibew Local 38 Pension Plan | OH | 1 | $295,520 |
| Bechtel Plant Machinery, Inc. | PA | 1 | $255,932 |
| Delta Air Lines, Inc. | GA | 2 | $213,555 |
| Segal Advisors, Inc. | IL | 1 | $164,428 |
| Arizona State Carpenters' Annuity Trust Fund | AZ | 1 | $125,845 |
State footprint
Plans reporting Fisher Investments are sponsored in CA (14), TX (10), OH (6), IL (6), PA (5), GA (5), MN (4), CO (4), UT (3), NJ (3), OR (3), FL (2).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Merck & Co., Inc. | Merck & Co., Inc. Master Retirement Trust | 2023 | $3,438,832 | $0 |
| Merck & Co., Inc. | Merck Us Savings Plan And Msd Ee Stock Purchase And Savings Plan Trust - Participant Directed | 2023 | $2,257,980 | $0 |
| United Airlines, Inc. | United Airlines Pilot Retirement Account Plan | 2023 | $818,308 | not reported in the loaded dataset |
| U A Local Union Officers & Employees Pension Fund | United Assn Full-Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen Plan | 2023 | $647,689 | not reported in the loaded dataset |
| Southwest Airlines Company | Southwest Airlines Pilots Retirement Savings Plan | 2023 | $443,936 | not reported in the loaded dataset |
| Ibew Local 38 Pension Plan | I.B.E.W. Local 38 Pension Plan | 2023 | $295,520 | not reported in the loaded dataset |
| Bechtel Plant Machinery, Inc. | Bechtel Plant Machinery, Inc. Pension Plan | 2023 | $255,932 | $0 |
| Delta Air Lines, Inc. | Delta 401(K) Retirement Plan For Pilots | 2023 | $200,441 | not reported in the loaded dataset |
| Segal Advisors, Inc. | Equity Group Trust (A Fund Within The Marco Consulting Group Trust I) | 2023 | $164,428 | not reported in the loaded dataset |
| Arizona State Carpenters' Annuity Trust Fund | Arizona State Carpenter'S Annuity Trust Fund | 2023 | $125,845 | not reported in the loaded dataset |
| United Association General Officers And Employees Pension Fund Board O | United Association General Officers And Employees Pension Fund | 2023 | $108,704 | not reported in the loaded dataset |
| Netjets Aviation, Inc. | Netjets Aviation, Inc. 401(K) Retirement Plan | 2023 | $93,361 | not reported in the loaded dataset |
| Mckee Foods Corporation | Mckee Foods Retirement Plan | 2023 | $89,250 | not reported in the loaded dataset |
| Southern California Permanente Medical Group | Scpmg Keogh Plan | 2023 | $85,835 | not reported in the loaded dataset |
| Vorys, Sater, Seymour And Pease Llp | Vorys, Sater, Seymour And Pease Llp Retirement Plan | 2023 | $75,275 | not reported in the loaded dataset |
| Deseret Mutual Benefit Administrators | Deseret Mutual Master Retirement Plan | 2023 | $69,361 | not reported in the loaded dataset |
| Ncci Holdings, Inc. | Ncci Holdings, Inc. 401(K) Savings Plan | 2023 | $68,610 | not reported in the loaded dataset |
| R. H. Foster Energy, LLC | R. H. Foster Energy, LLC Retirement Plan | 2023 | $65,309 | not reported in the loaded dataset |
| Nossaman Llp | Nossaman Llp Profit Sharing & Retirement Savings Plan Ii | 2023 | $59,904 | not reported in the loaded dataset |
| Sonepar Management Us, Inc | Sonepar Usa 401 (K) Plan | 2023 | $58,590 | not reported in the loaded dataset |
| Apple Inc. | Apple 401(K) Plan | 2023 | $55,231 | not reported in the loaded dataset |
| Jetblue Airways Corporation | Jetblue Airways Retirement Plan | 2023 | $51,661 | not reported in the loaded dataset |
| Scripps Clinic Medical Group, Inc. | Scripps Clinic Medical Group, Inc. Retirement Savings Plan | 2023 | $48,553 | not reported in the loaded dataset |
| Southern California Edison Company | Edison 401(K) Savings Plan | 2023 | $44,092 | not reported in the loaded dataset |
| Kirk Nationalease Administration Company | Kirk Nationalease Co. 401(K) Profit Sharing Plan | 2023 | $42,893 | not reported in the loaded dataset |
| Natixis North America LLC | Natixis Us Group 401(K) Plan | 2023 | $40,036 | not reported in the loaded dataset |
| The Western Union Company | The Western Union Company Incentive Savings Plan | 2023 | $32,295 | not reported in the loaded dataset |
| Perkins&Will, Inc. | Perkins&Will, Inc. Retirement Savings Plan | 2023 | $30,951 | not reported in the loaded dataset |
| Crown Castle Inc. | Crown Castle Inc. 401(K) Plan | 2023 | $30,509 | not reported in the loaded dataset |
| Hok Group, Inc. | Hok Group, Inc. 401(K) Profit Sharing Plan | 2023 | $29,323 | not reported in the loaded dataset |
| The Quarry Lane School, Inc. | The Quarry Lane School, Inc. 401(K) Profit Sharing Plan | 2023 | $27,766 | not reported in the loaded dataset |
| Humana Inc. | Humana Retirement Savings Plan | 2023 | $26,205 | not reported in the loaded dataset |
| Allen Matkins Leck Gamble Mallory & Natsis Llp | Allen Matkins Profit Sharing And 401(K) Plan | 2023 | $25,626 | not reported in the loaded dataset |
| Hames Corporation | Hames Corporation Employees Profit Sharing Pl | 2023 | $25,077 | not reported in the loaded dataset |
| Colter Energy Services Usa Inc. | Colter Energy Services Usa Inc. 401(K) Plan | 2023 | $24,897 | $0 |
| Northwest Permanente, P.C. | Northwest Permanente, P.C. Retirement Plan - Mpp Aspect | 2023 | $24,549 | not reported in the loaded dataset |
| Diamondback Manufacturing LLC | Diamondback Manufacturing LLC 401(K) Profit Sharing Plan & Trust | 2023 | $24,228 | not reported in the loaded dataset |
| Medical Association Of Georgia | Medical Association Of Georgia Multiple Employer 401(K) Profit Sharing Plan | 2023 | $24,050 | not reported in the loaded dataset |
| Providence Anesthesiology Associates P.A. | Providence Anesthesiology Associates, P.A. Profit Sharing 401(K) Plan | 2023 | $23,075 | not reported in the loaded dataset |
| Summit Orthopedics, Ltd. | Summit Orthopedics, Ltd. 401(K) Profit Sharing Plan | 2023 | $22,732 | not reported in the loaded dataset |
| Frontier Airlines, Inc. | Frontier Airlines, Inc. 401(K) Retirement Plan | 2023 | $22,371 | not reported in the loaded dataset |
| Latham & Watkins Llp | Latham & Watkins 401(K) Savings And Profit Sharing Plan | 2023 | $22,233 | not reported in the loaded dataset |
| Cadence Design Systems Inc | Cadence Design Systems, Inc. 401(K) Plan | 2023 | $21,814 | not reported in the loaded dataset |
| Harder Mechanical Contractors, Inc. | Harder Mechanical Contractors Retirement Plan | 2023 | $21,741 | not reported in the loaded dataset |
| Mayer Brown Llp | Mayer Brown Llp Usa Savings Plan | 2023 | $21,604 | not reported in the loaded dataset |
| The Mathworks, Inc. | The Mathworks 401(K) Retirement Plan | 2023 | $21,203 | not reported in the loaded dataset |
| Black & Veatch Holding Company | Black & Veatch Retirement Program | 2023 | $20,880 | not reported in the loaded dataset |
| Cooley Llp | Cooley Llp Salary Deferral And Profit Sharing Plan | 2023 | $20,187 | not reported in the loaded dataset |
| Mcglinchey Stafford, Pllc | Mcglinchey Stafford, Pllc Retirement Savings Plan | 2023 | $20,068 | not reported in the loaded dataset |
| Sidley Austin Llp | Sidley Austin Llp Savings And Investment Plan | 2023 | $19,369 | $0 |
Related Form 5500 pages
- Merck & Co., Inc. Master Retirement Trust (plan 001)
- Merck & Co., Inc. — all reported plans
- Merck Us Savings Plan And Msd Ee Stock Purchase And Savings Plan Trust - Participant Directed (plan 007)
- Merck & Co., Inc. — all reported plans
- United Airlines Pilot Retirement Account Plan (plan 202)
- United Airlines, Inc. — all reported plans
- United Assn Full-Time Sal Off & Emp Of Locl Unions Councils, St & Prov Pen Plan (plan 333)
- U A Local Union Officers & Employees Pension Fund — all reported plans
- Southwest Airlines Pilots Retirement Savings Plan (plan 003)
- Southwest Airlines Company — all reported plans
- I.B.E.W. Local 38 Pension Plan (plan 001)
- Ibew Local 38 Pension Plan — all reported plans
- Bechtel Plant Machinery, Inc. Pension Plan (plan 002)
- Bechtel Plant Machinery, Inc. — all reported plans
- Delta 401(K) Retirement Plan For Pilots (plan 014)
- Delta Air Lines, Inc. — all reported plans
- Equity Group Trust (A Fund Within The Marco Consulting Group Trust I) (plan 001)
- Segal Advisors, Inc. — all reported plans
- Arizona State Carpenter'S Annuity Trust Fund (plan 002)
- Arizona State Carpenters' Annuity Trust Fund — all reported plans
- United Association General Officers And Employees Pension Fund (plan 001)
- United Association General Officers And Employees Pension Fund Board O — all reported plans
- Netjets Aviation, Inc. 401(K) Retirement Plan (plan 001)
- Netjets Aviation, Inc. — all reported plans
- Mckee Foods Retirement Plan (plan 001)
- Mckee Foods Corporation — all reported plans
- Scpmg Keogh Plan (plan 008)
- Southern California Permanente Medical Group — all reported plans
- Vorys, Sater, Seymour And Pease Llp Retirement Plan (plan 002)
- Vorys, Sater, Seymour And Pease Llp — all reported plans
- Deseret Mutual Master Retirement Plan (plan 001)
- Deseret Mutual Benefit Administrators — all reported plans
- Ncci Holdings, Inc. 401(K) Savings Plan (plan 002)
- Ncci Holdings, Inc. — all reported plans
- R. H. Foster Energy, LLC Retirement Plan (plan 001)
- R. H. Foster Energy, LLC — all reported plans
- Nossaman Llp Profit Sharing & Retirement Savings Plan Ii (plan 002)
- Nossaman Llp — all reported plans
- Sonepar Usa 401 (K) Plan (plan 001)
- Sonepar Management Us, Inc — all reported plans
- Apple 401(K) Plan (plan 001)
- Apple Inc. — all reported plans
- Jetblue Airways Retirement Plan (plan 001)
- Jetblue Airways Corporation — all reported plans
- Scripps Clinic Medical Group, Inc. Retirement Savings Plan (plan 003)
- Scripps Clinic Medical Group, Inc. — all reported plans
- Edison 401(K) Savings Plan (plan 002)
- Southern California Edison Company — all reported plans
- Kirk Nationalease Co. 401(K) Profit Sharing Plan (plan 001)
- Kirk Nationalease Administration Company — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources