Eileen Fisher, Inc. 401(K) Employee Savings Plan — Form 5500 plan (Eileen Fisher, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Eileen Fisher, Inc. 401(K) Employee Savings Plan is a benefit plan reported by Eileen Fisher, Inc. under EIN 13-3359549 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,123 participants and $83,013,329 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Eileen Fisher, Inc.
EIN
13-3359549
Plan number
001
Plan type
2
Location
Irvington, NY
Latest filing year
2023
Participants
1,123
End-of-year plan assets
$83,013,329

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,123H, C20241014070657NAL0014590659002

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$83,013,329
Net assets (EOY)
$83,013,329
Net assets (BOY)
$74,512,769

Income & contributions

Employer contributions
$452,133
Participant contributions
$3,643,977
Total contributions
$4,392,295
Total income / additions
$17,182,866

Expenses & distributions

Benefits paid
$8,622,202
Administrative expenses
$59,690
Total expenses
$8,682,306
Net increase / (decrease)
$8,500,560

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Transamerica Retirement SolutionsRECORD KEEPER$59,690$02023
National Financial ServicesSECURITIES BROKER$0$02023

Related Form 5500 pages