How big is J. Fitzgerald Group Inc.'s plan?

J. Fitzgerald Group Inc.'s plan reported $1.9M in assets and 6 participants for 2024.

Original filing (PDF)20250623152142NAL0006063937003

J. Fitzgerald Group Inc.

Name: J. Fitzgerald Group Inc. — J. Fitzgerald Group Inc., Form 5500 (2024)
Creator: J. Fitzgerald Group Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J. Fitzgerald Group Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · J. Fitzgerald Group Inc.'s J. Fitzgerald Group Inc. 401(k) Profit Sharing Plan held $1.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

J. Fitzgerald Group Inc.'s EIN is 01-0549257.

EIN 01-0549257

Plan number 001

Plan year 2024

ACK ID 20250623152142NAL0006063937003

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J. Fitzgerald Group Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J. Fitzgerald Group Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

J. FITZGERALD GROUP INC.

EIN

all filings

Address

12 WEST MAIN STREET · LOCKPORT, NY · 14094

Phone

(716) 433-7688

Industry

Professional & Technical Services

Plan administrator