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Company:
Fisher Asset Management, LLC d/b/a Fisher Investments
Plan:
Fisher Investments 401k Plan
 

Fisher Asset Management, LLC d/b/a Fisher Investments

83 Plan: Fisher Investments 401k Plan

 
 
83
9
75
89
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 6 point difference between this plan's BrightScope Rating (83) and the top rated plan (89) could equate to:
[How is this calculated?]
5 additional years of work
Up to $28,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Fisher Investments 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 83. This plan is in the top 15% of plans for Account Balances, Company Generosity, Salary Deferral, and Total Plan Cost. Fisher Investments 401k Plan currently has over 1,100 active participants and over $88.2M in plan assets.

 

 Retirement Plan Details

Address 13100 Skyline Boulevard
Woodside, CA 94062-4547 
Industry Finance and Insurance
Administrator Steven Triplett
Net Plan Assets $88,200,000
Total Participants 1,200
Avg Account Balance $76,000

 Top 3 Funds in this 401k

1. Self-Directed Brokerage Accounts 87%
2. Lazard Emerging Markets 2%
3. Vanguard Total Stock Market Index 1%

  Plan Service Provider

Auditor Hood & Strong

 Comments