Original filing (PDF)20250617135704NAL0000844051001

MCPHILLIPS FITZGERALD & CULLUM

Name: MCPHILLIPS FITZGERALD & CULLUM — MCPHILLIPS FITZGERALD & CULLUM FROZEN PENSION PLAN, Form 5500 (2024)
Creator: MCPHILLIPS FITZGERALD & CULLUM

Form 5500-SF

FILING_RECEIVED

MCPHILLIPS FITZGERALD & CULLUM FROZEN PENSION PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

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 MCPHILLIPS FITZGERALD & CULLUM.

Plan sponsor

Name

MCPHILLIPS FITZGERALD & CULLUM

EIN

14-1460021

Address

288 GLEN STREET · PO BOX 299 · GLENS FALLS, NY · 12801

Phone

(518) 792-1174

Industry

Law Offices· Professional & Technical Servicessee 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

2025-06-17

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2C · Money purchase (other than target benefit)

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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