· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FITZGERALD KNAIER LLP — FITZGERALD KNAIER LLP RETIREMENT TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250611135844NAL0016017809001
FITZGERALD KNAIER LLP
Form 5500-SF
FILING_RECEIVED
FITZGERALD KNAIER LLP RETIREMENT TRUST
401(k) retirement plan
Active participants
9
Accounts w/ balance
14
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FITZGERALD KNAIER LLP
.
Find decision makers
Plan sponsor
Name
FITZGERALD KNAIER LLP
EIN
20-2218327
Address
402 WEST BROADWAY, SUITE 1400 · SAN DIEGO, CA · 92101
Phone
(619) 241-4814
Industry
Law Offices
· Professional & Technical Services
see 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
2025-06-11
Pension benefit codes
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Law Offices plans
LEXINGTON LAW GROUP
LEXINGTON LAW GROUP 401(K) PLAN & TRUST
$1.6M · 3 participants
GILLILAND GREEN L.L.C.
GILLILAND GREEN LLC 401(K) PLAN
$1.6M · 10 participants
JAMES L. GEORGE, ATTORNEY
GEORGE, JAMES L, ATTORNEY
$1.6M · 2 participants
BROCK LAW FIRM, P.S.
BROCK LAW FIRM, P.S. 401(K) PROFIT SHARING PLAN
$1.6M · 11 participants
WALTER WEISS, A LAW CORPORATION
WALTER WEISS, A LAW CORPORATION SAVINGS PLAN
$1.6M · 5 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3F · Sponsor used leased employees
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CONLEY LAW GROUP LLC
CONLEY LAW GROUP LLC 401(K) PLAN
$1.6M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
