Fisher Associates, P.E., L.S., L.A., D.P.C. 401(k) match, vesting and fees
What Fisher Associates, P.E., L.S., L.A., D.P.C.'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 | T Rowe Price Trust Company | Schedule C ↗ |
| Independent auditor | Withumsmith + Brown, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| Fisher Associates, P.E., L.S., L.A., D.P.C.: employer contribution per participant | $1,996 | |
| Peer median | $2,719 |
| Fisher Associates, P.E., L.S., L.A., D.P.C.: average balance | $117,060 | |
| Peer median | $85,424 |
| Fisher Associates, P.E., L.S., L.A., D.P.C.: admin expenses ÷ assets | 0.23% | |
| Peer median | 0.27% |
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 $25.4M at the end of plan year 2021 to $29M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 251 | $29M | $495K | $1,996 | 0.23% | Not published | Form 5500 ↗ |
| 2024 | 224 | $24.5M | $390K | $1,751 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 216 | $22.8M | $336K | $1,578 | 0.41% | Not published | Form 5500 ↗ |
| 2022 | 204 | $20.6M | $274K | $1,368 | 0.37% | Not published | Form 5500 ↗ |
| 2021 | 197 | $25.4M | $282K | $1,434 | 0.41% | Not published | Form 5500 ↗ |
Common questions
Does Fisher Associates, P.E., L.S., L.A., D.P.C. match 401(k) contributions?
The match terms for the Fisher Associates, P.E., L.S., L.A., D.P.C. 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2025 filing reports $495K in employer contributions, about $1,996 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fisher Associates, P.E., L.S., L.A., D.P.C. 401(k) match vested?
The vesting schedule for the Fisher Associates, P.E., L.S., L.A., D.P.C. 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fisher Associates, P.E., L.S., L.A., D.P.C. 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is T Rowe Price Trust Company. The plan administrator is Fisher Associates, P.E., L.S., L.A., D.P.C..
I left Fisher Associates, P.E., L.S., L.A., D.P.C.. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fisher Associates, P.E., L.S., L.A., D.P.C., (585) 334-1310) or the recordkeeper, T Rowe Price Trust Company. The Fisher Associates, P.E., L.S., L.A., D.P.C. old 401(k) page lists the contacts from every plan filing. Find an old Fisher Associates, P.E., L.S., L.A., D.P.C. 401(k)
Data from the public Form 5500 annual reports Fisher Associates, P.E., L.S., L.A., D.P.C. 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 Associates, P.E., L.S., L.A., D.P.C.. Not financial advice. Report a correction · Methodology