How big is Koehler Fitzgerald LLC's plan?

Koehler Fitzgerald LLC's plan reported $2.7M in assets and 17 participants for 2024.

Original filing (PDF)20251002121057NAL0000467569001

Koehler Fitzgerald LLC

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

Form 5500-SF

FILING_RECEIVED

Koehler Fitzgerald LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Koehler Fitzgerald LLC's Koehler Fitzgerald LLC 401(k) Profit Sharing Plan held $2.7M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Timothy J. Fitzgerald signed Koehler Fitzgerald LLC's 2024 Form 5500 as plan administrator.

Timothy J. Fitzgerald — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Koehler Fitzgerald LLC's EIN is 27-4209347.

EIN 27-4209347

Plan number 001

Plan year 2024

ACK ID 20251002121057NAL0000467569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Koehler Fitzgerald LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Koehler Fitzgerald LLC's 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 KOEHLER FITZGERALD 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

Knocking points off