Fisher-barton Inc. 401(k) Plan: Login, Facts & Contact Information

Fisher-barton Inc. 401(k) Plan Facts

Plan name
THE FISHER BARTON GROUP RETIREMENT PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
FISHER-BARTON INC.
Participants
803 (508 active employees)
Former employees with a balance
229
Plan assets
$39,978,722 at Dec 31, 2024
Average account balance
$56,071 across 713 accounts
Employer contributions
$1,174,263 in plan year 2024 (25% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Aug 1, 1984
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 1, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.64 million went into the plan in contributions, $1.17 million of it from the employer (25%).
  • $4.36 million was paid out to participants.
  • Investment and other income added $4.49 million.
  • Administrative expenses were $168,025, about $236 per account.

How the Fisher-barton Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019634$32.2 million$669,556$4.57 million
2020745$36.5 million$1.27 million$4.13 million
2021643$40.8 million$710,165$4.27 million
2022765$34.6 million$1.07 million$3.59 million
2023861$35.4 million$1.04 million$8.57 million
2024803$40.0 million$1.17 million$4.36 million

Fisher-barton Inc. 401(k) Contact Information

Phone
920-390-4760
Mailing address
700 S. WATER STREET, WATERTOWN WI 53094
Plan sponsor
FISHER-BARTON INC.
Employer identification number (EIN)
20-3208428
Plan number
001

Questions about the Fisher-barton Inc. 401(k)

Does Fisher-barton Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.17 million, 25% of all contributions.

Does the Fisher-barton Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Fisher-barton Inc 401(k) plan?

803 participants at the start of plan year 2024, 508 of them active employees, and 229 former employees who still had money in the plan.

What is the average 401(k) balance at Fisher-barton Inc?

About $56,071 per account: $40.0 million in plan assets across 713 accounts with a balance at the end of plan year 2024.

Who manages the Fisher-barton Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Fisher-barton Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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