Original filing (PDF)20250620075950NAL0003704673001

FREDERICK DERR AND COMPANY, INC.

Name: FREDERICK DERR AND COMPANY, INC. — FREDERICK DERR AND CO.EMPLOYEE RETIREMENT, Form 5500 (2024)
Creator: FREDERICK DERR AND COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

FREDERICK DERR AND CO.EMPLOYEE RETIREMENT

401(k) retirement plan

Active participants

110

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FREDERICK DERR AND COMPANY, INC..

Plan sponsor

Name

FREDERICK DERR AND COMPANY, INC.

EIN

59-0915336

Address

1451 MYRTLE STREET · SARASOTA, FL · 34234

Phone

(941) 355-8575

Industry

Constructionsee all

Plan administrator

Name

PENTEGRA SERVICES, INC.

EIN

13-3745616

City

WHITE PLAINS, NY

Phone

(844) 367-2848

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

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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