Original filing (PDF)20251002121057NAL0000467569001

KOEHLER FITZGERALD LLC

Name: KOEHLER FITZGERALD LLC — KOEHLER FITZGERALD LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: KOEHLER FITZGERALD LLC

Form 5500-SF

FILING_RECEIVED

KOEHLER FITZGERALD LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

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 KOEHLER FITZGERALD LLC.

Plan sponsor

Name

KOEHLER FITZGERALD LLC

EIN

27-4209347

Address

1111 SUPERIOR AVENUE EAST · SUITE 1360 · CLEVELAND, OH · 44114

Phone

(216) 539-9370

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

2025-10-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

TORYS LLP

TORYS LLP CASH BALANCE PLAN

$2.7M · 41 participants

STUMPHAUZER FOSLID SLOMAN ROSS & KOLAYA, PLLC

STUMPHAUZER FOSLID SLOMAN ROSS & KOLAYA, PLLC 401(K) PLAN

$2.7M · 8 participants

LAW OFFICE OF MARCUS J LO DUCA A PROFESSIONAL CORPORATION

LAW OFFICE OF MARCUS J LO DUCA A PROFESSIONAL CORPORATION 401K PROFIT SHARING PLAN

$2.7M · 2 participants

LAWVISION STRATEGY LLC

LAWVISION STRATEGY LLC 401(K) PROFIT SHARING PLAN

$2.7M · 3 participants

HARKINS AND HARKINS