Providers › Investment advisory and management
Service provider · Schedule C, plan year 2024
Fisher Investments
Most often reported for investment advisory and management
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.
For plan year 2024, 115 retirement plans with 100 or more participants reported paying Fisher Investments $5,000 or more. Those plans cover 483,541 participant records, and the service most often reported is investment advisory and management.
Reported compensation from those plans, direct and indirect, totalled $5.9M. Per plan, the median was $34.00 per participant, with the middle half of plans between $4.56 and $91.74. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.
Its client plans are most numerous in California (15), Texas (15) and Colorado (7).
In 2009 it appeared on 39 such filings; in 2024, 121. Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $4.56 | $34.00 | $91.74 |
| Compensation as a share of plan net assets | 0.00% | 0.01% | 0.24% |
What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.
Plans served by year
Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.
By state
By plan size
Services reported
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Humana Retirement Savings Plan | Humana Inc. | KY | 61,001 | $7.71B | $54K |
| The Sci 401(k) Retirement Savings Plan | Service Corporation Intl | TX | 27,861 | $1.75B | $7,188 |
| Jetblue Airways Retirement Plan | Jetblue Airways Corporation | NY | 27,448 | $5.45B | $82K |
| Penn State Health 401(k) Savings Plan | Penn State Health | PA | 22,033 | $2.93B | $6,355 |
| United Airlines Pilot Retirement Account Plan | United Airlines, Inc. | IL | 20,168 | $16.8B | $1.1M |
| Skywest, Inc. Employees' Retirement Plan | Skywest, Inc. | UT | 18,854 | $1.42B | $32K |
| Cgi Technologies and Solutions, Inc. 401(k) Savings Plan | Cgi Technologies and Solutions, Inc. | VA | 18,843 | $2.44B | $26K |
| Andersen 401(k) Plan | Andersen Corporation | MN | 18,373 | $1.45B | $32K |
| HDR, Inc. Best Plan and ESOP | HDR, Inc. | NE | 16,282 | $7.70B | $10K |
| Sonepar USA 401 (K) Plan | Sonepar Management US, Inc. | SC | 13,478 | $1.21B | $81K |
| Southwest Airlines Pilots Retirement Savings Plan | Southwest Airlines Company | TX | 13,086 | $11.6B | $716K |
| Scpmg Keogh Plan | Southern California Permanente Medical Group | CA | 12,335 | $7.87B | $135K |
| Black & Veatch Retirement Program | BVH, Inc. | KS | 10,517 | $3.04B | $28K |
| Racetrac, Inc. 401(k) Plan | Racetrac, Inc. | GA | 10,082 | $157M | $24K |
| The Terracon 401(k) and ESOP Plan | TSVC, Inc. | KS | 9,868 | $1.04B | $6,926 |
| Frontier Airlines, Inc. 401(k) Retirement Plan | Frontier Airlines, Inc. | CO | 8,889 | $962M | $27K |
| Costar Realty Information, Inc. 401(k) Retirement Plan | Costar Realty Information, Inc. | VA | 8,285 | $753M | $7,812 |
| Republic Airways Holdings Inc. 401(k) Plan | Republic Airways Holdings Inc. | IN | 8,136 | $578M | $5,610 |
| Latham & Watkins 401(k) Savings and Profit Sharing Plan | Latham & Watkins LLP | CA | 8,106 | $3.07B | $27K |
| Radiology Partners, Inc. 401(k) Profit Sharing Plan | Radiology Partners Inc. | TX | 7,123 | $412M | $10K |
| Barry-Wehmiller Companies' 401(k) Retirement Savings Plan | Barry-Wehmiller Companies, Inc. | MO | 7,046 | $1.03B | $7,632 |
| Infineon Technologies Savings Plan | Infineon Technologies Americas Corp. | CA | 6,513 | $1.74B | $35K |
| Ineos Retirement Savings Plan | Ineos USA, LLC. | TX | 6,282 | $1.40B | $6,584 |
| Crown Castle Inc. 401(k) Plan | Crown Castle Inc. | TX | 6,142 | $1.14B | $28K |
| Sidley Austin LLP Savings and Investment Plan | Sidley Austin LLP | IL | 6,029 | $1.93B | $22K |
| Cadence Design Systems, Inc. 401(k) Plan | Cadence Design Systems Inc. | CA | 5,961 | $2.09B | $30K |
| Hilltop Holdings Inc. 401(k) Plan | Hilltop Holdings Inc. | TX | 5,403 | $810M | $9,322 |
| The Mathworks 401(k) Retirement Plan | The Mathworks, Inc. | MA | 5,122 | $1.80B | $39K |
| Allianz Asset Management of America 401(k) Savings and Retirement Plan | Allianz Asset Management of America LLC | CA | 4,932 | $2.16B | $5,006 |
| Netjets Aviation, Inc. 401(k) Retirement Plan | Netjets Aviation, Inc. | OH | 4,530 | $2.46B | $173K |
| Nordson Corporation Salaried Employees Pension Plan | Nordson Corporation | OH | 4,340 | $392M | $20K |
| Netjets Inc. 401(k) Plan | Netjets Inc. | OH | 4,194 | $836M | $11K |
| Cooley LLP Salary Deferral and Profit Sharing Plan | Cooley LLP | CA | 4,094 | $1.32B | $27K |
| The Aes Corporation Retirement Savings Plan | The Aes Corporation | VA | 3,945 | $728M | $5,307 |
| I.B.E.W. Local 38 Pension Plan | IBEW Local 38 Pension Plan | OH | 3,614 | $445M | $325K |
| Spirit Airlines, Inc. Pilots' Retirement Savings Plan | Spirit Airlines, Inc. | FL | 3,526 | $1.18B | $6,325 |
| Mayer Brown LLP USA Savings Plan | Mayer Brown LLP | IL | 3,355 | $1.23B | $28K |
| Perkins&will, Inc. Retirement Savings Plan | Perkins&will, Inc. | IL | 3,060 | $414M | $51K |
| Watkins Associated Industries, Inc. Employees' Incentive Savings Plan | Watkins Associated Industries, Inc. | GA | 2,888 | $136M | $5,237 |
| The Western Union Company Incentive Savings Plan | The Western Union Company | CO | 2,768 | $447M | $34K |
Questions and answers
How many plans does Fisher Investments serve?
115 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.
What do plans pay Fisher Investments?
The median plan reported $34.00 per participant in direct and indirect compensation (115 plans reporting an amount), or 0.01% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.
What services are reported?
The service codes most often attached to it are Investment advisory (participants) (71 plans), Investment advisory (plan) (25 plans), Recordkeeping and information management (9 plans) and Trustee (bank, trust company, or similar financial institution) (9 plans).
Where does this come from?
Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.