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

J. Fitzgerald Group Inc.'s plan reported $970K in assets and 5 participants for 2024.

Original filing (PDF)20250707103501NAL0001541411001

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. Cash Balance Plan

Defined-benefit pension plan · J. Fitzgerald Group Inc.'s J. Fitzgerald Group Inc. Cash Balance Plan held $970K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

Plan identifiers

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

EIN 01-0549257

Plan number 002

Plan year 2024

ACK ID 20250707103501NAL0001541411001

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 a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for J. FITZGERALD GROUP INC..

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Plan health score

Above-average plan

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

Knocking points off