Original filing (PDF)20260305073451NAL0003824097001

HERB FITZGERALD COMPANY, INC.

Name: HERB FITZGERALD COMPANY, INC. — HERB FITZGERALD COMPANY, INC., 401(K) PLAN, Form 5500 (2024)
Creator: HERB FITZGERALD COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

HERB FITZGERALD COMPANY, INC., 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.7M

Net assets (EOY)

$6.7M

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 HERB FITZGERALD COMPANY, INC..

Plan sponsor

Name

HERB FITZGERALD COMPANY, INC.

EIN

39-0887285

Address

13150 W. GLENDALE AVENUE · BUTLER, WI · 530070465

Phone

(262) 783-5808

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-07-01

Tax period

2025-06-30

Filed

2026-03-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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