FITZGERALD & COMPANY, LLP 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
7
Plan assets (EOY)
$1.4M
Net assets (EOY)
$1.4M
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
67
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FITZGERALD & COMPANY, LLP.
Plan sponsor
Name
FITZGERALD & COMPANY, LLP
EIN
33-0623777
Address
1011 CAMINO DEL RIO S STE 400 · SAN DIEGO, CA · 92108
Phone
(619) 843-3773
Industry
CPA Offices· Professional & Technical Servicessee all
