How big is Beuerman Miller Fitzgerald, Inc.'s plan?

Beuerman Miller Fitzgerald, Inc.'s plan reported $291K in assets for 2024.

Original filing (PDF)20251002095121NAL0000226739001

Beuerman Miller Fitzgerald, Inc.

Name: Beuerman Miller Fitzgerald, Inc. — Beuerman Miller, Form 5500 (2024)
Creator: Beuerman Miller Fitzgerald, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Beuerman Miller Fitzgerald, Inc. 401(k) Plan

Defined-contribution retirement plan · Beuerman Miller Fitzgerald, Inc.'s Beuerman Miller Fitzgerald, Inc. 401(k) Plan reported $291K in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$291K

Net assets (EOY)

$291K

People on this filing

GREG Beuerman signed Beuerman Miller Fitzgerald, Inc.'s 2024 Form 5500 as plan administrator.

GREG Beuerman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Beuerman Miller Fitzgerald, Inc.'s EIN is 75-3081604.

EIN 75-3081604

Plan number 001

Plan year 2024

ACK ID 20251002095121NAL0000226739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Beuerman Miller Fitzgerald, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Beuerman Miller Fitzgerald, Inc.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BEUERMAN MILLER FITZGERALD, INC..

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Plan health score

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. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score