How big is Dr. D.M. Fitzgerald & Associates' plan?

Dr. D.M. Fitzgerald & Associates' plan reported $1.3M in assets and 21 participants for 2024.

Original filing (PDF)20251020124448NAL0002243122001

Dr. D.M. Fitzgerald & Associates

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

Form 5500-SF

FILING_RECEIVED

Dr. Fitzgerald 401(k) Plan

401(k) retirement plan · Dr. D.M. Fitzgerald & Associates' Dr. Fitzgerald 401(k) Plan held $1.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Khris Kelson signed Dr. D.M. Fitzgerald & Associates' 2024 Form 5500 as plan administrator.

Khris Kelson — Plan Administrator — Form 5500 signer
Deann Fitzgerald — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr. D.M. Fitzgerald & Associates' EIN is 20-0678674.

EIN 20-0678674

Plan number 001

Plan year 2024

ACK ID 20251020124448NAL0002243122001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. D.M. Fitzgerald & Associates' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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