Original filing (PDF)20250925141727NAL0019642306001

FREDERICK DERR & COMPANY, INC.

Name: FREDERICK DERR & COMPANY, INC. — FREDERICK DERR & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: FREDERICK DERR & COMPANY, INC.

Form 5500

FILING_RECEIVED

FREDERICK DERR & COMPANY, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Signals · 1

100% in single holding

Active participants

Accounts w/ balance

102

Plan assets (EOY)

$12.4M

Net assets (EOY)

$8.8M

How this plan invests

This plan

1 securities

funds · stocks · CUSIPs

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

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 FREDERICK DERR & COMPANY, INC..

Plan sponsor

Name

FREDERICK DERR & COMPANY, INC.

EIN

59-0915336

Address

1451 MYRTLE STREET · SARASOTA, FL · 34234

Phone

(941) 355-8575

Industry

Constructionsee 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

2025-09-25

Pension benefit codes

2P · Leveraged ESOP

2Q · S-corporation ESOP

3I · Requires investment in employer securities

2I · Stock bonus

Audit & trust (Schedule H)

Auditor

BERMAN HOPKINS WRIGHT AND LAHAM

Trustee / custodian

—

Trustee phone

—

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 direct security· $12.4M(100% of reported assets)

PI	Investment	Type	Shares / units	Cost	Current value	% of plan
	Frederick Derr & Company, Inc. Employer securities, 820,475 shares	—	—	$3.6M	$12.4M	100.0%

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