Fisher Investments, Inc. — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fisher Investments, Inc. is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $425,082 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $425,082
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $425,082
- Filings
- 2
- Plan sponsors
- 2
- Plans
- 2
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Battelle Energy Alliance, LLC | ID | 1 | $369,891 |
| Oriol Holding Inc. | MA | 1 | $55,191 |
State footprint
Plans reporting Fisher Investments, Inc. are sponsored in ID (1), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Battelle Energy Alliance, LLC | Idaho National Laboratory Employee Retirement Plan | 2023 | $369,891 | not reported in the loaded dataset |
| Oriol Holding Inc. | Oriol Holding Inc. 401(K) Plan | 2023 | $55,191 | not reported in the loaded dataset |