Original filing (PDF)20250501134417NAL0004671840001

FITZGERALD,SCHORR,BARMETTLER&BRENNA PC,LLO

Name: FITZGERALD,SCHORR,BARMETTLER&BRENNA PC,LLO — FITZGERALD, SCHORR, BARMETTLER & BRENNAN P.C,LLO PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: FITZGERALD,SCHORR,BARMETTLER&BRENNA PC,LLO

Form 5500-SF

FILING_RECEIVED

FITZGERALD, SCHORR, BARMETTLER & BRENNAN P.C,LLO PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.0M

Net assets (EOY)

$11.0M

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 FITZGERALD,SCHORR,BARMETTLER&BRENNA PC,LLO.

Plan sponsor

Name

FITZGERALD,SCHORR,BARMETTLER&BRENNA PC,LLO

EIN

47-0761694

Address

10050 REGENCY CIRCLE · STE 200 · OMAHA, NE · 681143794

Phone

(402) 342-1000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-01

Pension benefit codes

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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