Fisher and Thompson 401(k) match, vesting and fees
What Fisher and Thompson's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Capital Group Retirement Plan Svcs. | Schedule C ↗ |
| Independent auditor | Simon Lever (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,052 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Fisher and Thompson: employer contribution per participant | $1,922 | |
| Peer median | $2,091 |
| Fisher and Thompson: average balance | $80,224 | |
| Peer median | $87,400 |
| Fisher and Thompson: admin expenses ÷ assets | 0.13% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.4M at the end of plan year 2021 to $11M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 153 | $11M | $263K | $1,922 | 0.13% | Not published | Form 5500 ↗ |
| 2024 | 156 | $8.7M | $255K | $1,991 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 146 | $7M | $223K | $1,812 | 0.09% | Not published | 5500-SF ↗ |
| 2022 | 103 | $5.4M | $151K | $1,735 | 0.29% | Not published | 5500-SF ↗ |
| 2021 | 102 | $6.4M | $141K | $1,607 | <0.01% | Not published | 5500-SF ↗ |
Common questions
Does Fisher and Thompson match 401(k) contributions?
The match terms for the Fisher and Thompson, Inc. 401(k) Trust have not been published from its filing yet. The plan year 2025 filing reports $263K in employer contributions, about $1,922 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fisher and Thompson 401(k) match vested?
The vesting schedule for the Fisher and Thompson, Inc. 401(k) Trust is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fisher and Thompson 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Capital Group Retirement Plan Svcs.. The plan administrator is Fisher and Thompson.
I left Fisher and Thompson. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fisher and Thompson, (717) 656-3307) or the recordkeeper, Capital Group Retirement Plan Svcs.. The Fisher and Thompson old 401(k) page lists the contacts from every plan filing. Find an old Fisher and Thompson 401(k)
Data from the public Form 5500 annual reports Fisher and Thompson filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Fisher and Thompson. Not financial advice. Report a correction · Methodology