Fisher Asset Management, LLC DBA Fisher Investments 401(k) match, vesting and fees
What Fisher Asset Management, LLC DBA Fisher Investments' 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 | Schwab Retirement Plan Services,inc | Schedule C ↗ |
| Independent auditor | Hood & Strong, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 27 defined-contribution plans in finance and insurance with 5,000 to 9,999 participants.
| Fisher Asset Management, LLC DBA Fisher Investments: employer contribution per participant | $6,537 | |
| Peer median | $3,569 |
| Fisher Asset Management, LLC DBA Fisher Investments: average balance | $290,646 | |
| Peer median | $136,119 |
| Fisher Asset Management, LLC DBA Fisher Investments: admin expenses ÷ assets | <0.01% | |
| Peer median | 0.05% |
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 $818M at the end of plan year 2021 to $1.6B at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 5,867 | $1.6B | $35.2M | $6,537 | <0.01% | Not published | Form 5500 ↗ |
| 2024 | 5,627 | $1.2B | $32M | $6,304 | <0.01% | Not published | Form 5500 ↗ |
| 2023 | 4,857 | $954M | $27.6M | $6,197 | <0.01% | Not published | Form 5500 ↗ |
| 2022 | 4,876 | $658M | $24.9M | $5,688 | <0.01% | Not published | Form 5500 ↗ |
| 2021 | 4,125 | $818M | $21.1M | $5,705 | <0.01% | Not published | Form 5500 ↗ |
Common questions
Does Fisher Asset Management, LLC DBA Fisher Investments match 401(k) contributions?
The match terms for the Fisher Investments 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $35.2M in employer contributions, about $6,537 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fisher Asset Management, LLC DBA Fisher Investments 401(k) match vested?
The vesting schedule for the Fisher Investments 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fisher Asset Management, LLC DBA Fisher Investments 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Schwab Retirement Plan Services,inc. The plan administrator is Fisher Asset Management, LLC DBA Fisher Investments.
I left Fisher Asset Management, LLC DBA Fisher Investments. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fisher Asset Management, LLC DBA Fisher Investments, (800) 851-8845) or the recordkeeper, Schwab Retirement Plan Services,inc. The Fisher Asset Management, LLC DBA Fisher Investments old 401(k) page lists the contacts from every plan filing. Find an old Fisher Asset Management, LLC DBA Fisher Investments 401(k)
Data from the public Form 5500 annual reports Fisher Asset Management, LLC DBA Fisher Investments 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 Asset Management, LLC DBA Fisher Investments. Not financial advice. Report a correction · Methodology