How big is A.M. Fitzgerald & Associates, LLC's plan?

A.M. Fitzgerald & Associates, LLC's plan reported $1.7M in assets and 9 participants for 2024.

Original filing (PDF)20250910171931NAL0044817186001

A.M. Fitzgerald & Associates, LLC

Name: A.M. Fitzgerald & Associates, LLC — A.M. Fitzgerald, Form 5500 (2024)
Creator: A.M. Fitzgerald & Associates, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A.M. Fitzgerald & Associates, LLC Salary Deferral Plan

401(k) retirement plan · A.M. Fitzgerald & Associates, LLC's A.M. Fitzgerald & Associates, LLC Salary Deferral Plan held $1.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

A.M. Fitzgerald & Associates, LLC's EIN is 20-0032439.

EIN 20-0032439

Plan number 001

Plan year 2024

ACK ID 20250910171931NAL0044817186001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A.M. Fitzgerald & Associates, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A.M. Fitzgerald & Associates, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A.M. FITZGERALD & ASSOCIATES, LLC.

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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