Original filing (PDF)20250822112630NAL0005081169001

FITZGIBBONS ARNOLD & CO.

Name: FITZGIBBONS ARNOLD & CO. — FITZGIBBONS ARNOLD & CO. 401(K) PLAN, Form 5500 (2024)
Creator: FITZGIBBONS ARNOLD & CO.

Form 5500-SF

FILING_RECEIVED

FITZGIBBONS ARNOLD & CO. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.2M

Net assets (EOY)

$5.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FITZGIBBONS ARNOLD & CO..

Plan sponsor

Name

FITZGIBBONS ARNOLD & CO.

EIN

34-1675020

Address

25730 FIRST STREET · CLEVELAND, OH · 44145

Phone

(440) 892-3636

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-08-22

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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 Insurance Agencies & Brokerages plans

BERNARD WILLIAMS & COMPANY, LLC

BERNARD WILLIAMS & COMPANY 401(K) PLAN

$5.2M · 34 participants

NORTHEAST PLANNING ASSOCIATES, INC.

NORTHEAST PLANNING ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

$5.2M · 42 participants

AFFILIATED AGENCY, INC.

AFFILIATED AGENCY, INC. 401(K) PLAN

$5.2M · 29 participants

STEVEN H. HAASE

STEVEN H. HAASE MONEY PURCHASE PLAN

$5.2M · 2 participants

MUNICIPAL RISK MANAGEMENT, INC.

MUNICIPAL RISK MANAGEMENT, INC. DEFINED BENEFIT PENSION PLAN