Original filing (PDF)20250919092258NAL0002329889001

FREDERICKS MICHAEL & CO.

Name: FREDERICKS MICHAEL & CO. — FREDERICKS MICHAEL & CO. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FREDERICKS MICHAEL & CO.

Form 5500-SF

FILING_RECEIVED

FREDERICKS MICHAEL & CO. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREDERICKS MICHAEL & CO..

Plan sponsor

Name

FREDERICKS MICHAEL & CO.

EIN

13-3247705

Address

430 PARK AVENUE · NEW YORK, NY · 10022

Phone

(212) 732-1600

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-19

Pension benefit codes

2E · Profit-sharing

2H · Partial participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

UTAH BANKERS ASSOCIATION

UTAH BANKERS ASSOCIATION 401(K) & PROFIT SHARING PLAN

$2.8M · 5 participants

LTC SOLUTIONS

LTC SOLUTIONS 401(K) PROFIT SHARING PLAN AND TRUST

$2.9M · 24 participants

AMERICAN CUSTOMS BROKERAGE CO., INC.

AMERICAN CUSTOMS BROKERAGE CO., INC. 401(K) RETIREMENT SAVINGS PLAN

$2.4M · 19 participants

BUCKLAND GLOBAL TRADE SERVICES

BUCKLAND RETIREMENT SAVINGS PLAN

$2.2M · 318 participants

TIVERTON ADVISORS LLC

TIVERTON ADVISORS LLC 401(K) PROFIT SHARING PLAN & TRUST