· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
ROBERT J. FITZMYER CO., INC. — Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20251216100255NAL0002475857001
ROBERT J. FITZMYER CO., INC.
Form 5500-SF
FILING_RECEIVED
ROBERT J. FITZMYER CO., INC.
401(k) retirement plan
Signals · 1
Late filing · 3.0 mo
Active participants
11
Accounts w/ balance
11
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
Plan health score (directional)
85
/ 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
88
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
ROBERT J. FITZMYER CO., INC.
.
Find decision makers
Plan sponsor
Name
ROBERT J. FITZMYER CO., INC.
EIN
23-1650262
Address
315 EAST SEVENTH AVE · CONSHOHOCKEN, PA · 194281726
Phone
(443) 771-4578
Industry
Wholesale Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-11-01
Tax period
2024-10-31
Filed
2025-12-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Wholesale Trade plans
HATZ AMERICAS, INC.
HATZ DIESEL OF NORTH AMERICA, INC. RETIREMENT PLAN
$3.6M · 25 participants
LAWN AND GOLF SUPPLY CO, INC.
LAWN AND GOLF SUPPLY INC. PS 401(K) PLAN
$3.6M · 28 participants
HUBTEX MASCHINENBAU GMBH & CO. KG DBA HUBTEX NORTH AMERICA, INC.
DESIGN STORAGE AND HANDLING, INC. 401K PLAN
$3.6M · 37 participants
K-V ENGINEERING, INC
K-V ENGINEERING, INC. PROFIT SHARING PLAN
$3.6M · 45 participants
J.H. BURNS, INC.
J. H. BURNS, INC. EMPLOYEES MASTER 401(K) PROFIT SHARING PLAN
100
Knocking points off
Filed 3.0 months past the 10.5-month grace window.
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.6M · 9 participants
QRC VALVE DISTRIBUTORS, LLC
QRC VALVE DISTRIBUTORS, LLC 401(K) RETIREMENT SAVINGS PLAN
$3.6M · 34 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B