Original filing (PDF)20251015131246NAL0004640977001

L. FISHMAN & SON, INC.

Name: L. FISHMAN & SON, INC. — L. FISHMAN & SON, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: L. FISHMAN & SON, INC.

Form 5500

FILING_RECEIVED

L. FISHMAN & SON, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 4

100% in single holding100% employer stockHigh average account balanceNo recordkeeper disclosed

Active participants

238

Accounts w/ balance

310

Plan assets (EOY)

$105.2M

Net assets (EOY)

$96.0M

How this plan invests

This plan

2 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for L. FISHMAN & SON, INC..

Plan sponsor

Name

L. FISHMAN & SON, INC.

EIN

52-0999493

Address

6301 E. LOMBARD ST. · BALTIMORE, MD · 212241734

Phone

(410) 633-0066

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2P · Leveraged ESOP

2I · Stock bonus

2Q · S-corporation ESOP

3I · Requires investment in employer securities

Audit & trust (Schedule H)

Auditor

GROSS, MENDELSOHN & ASSOCIATES

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

2 direct securities· $105.2M(100% of reported assets)

Common Stock

$105.2M

1 holding

Cash / Money Market

$1K

1 holding

PI						% of plan
	L. Fishman & Son, Inc. Company stock	Common Stock	—	$89.3M	$105.2M	100.0%
	Cash	Cash / Money Market	—	$1K	$1K	<0.1%

1–2 of 2

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