How big is Fitzgerald Peterbilt I, LLC's plan?

Fitzgerald Peterbilt I, LLC's plan reported $1.3M in assets and 115 participants for 2024.

Original filing (PDF)20250818085751NAL0001909520001

Fitzgerald Peterbilt I, LLC

Name: Fitzgerald Peterbilt I, LLC — Fitzgerald Peterbilt, Form 5500 (2024)
Creator: Fitzgerald Peterbilt I, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fitzgerald Peterbilt 401(k) Plan

401(k) retirement plan · Fitzgerald Peterbilt I, LLC's Fitzgerald Peterbilt 401(k) Plan held $1.3M in plan assets for 115 participants in 2024.

Active participants

115

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Nick Bresaw signed Fitzgerald Peterbilt I, LLC's 2024 Form 5500 as plan administrator.

Nick Bresaw — 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

Fitzgerald Peterbilt I, LLC's EIN is 81-3050703.

EIN 81-3050703

Plan number 001

Plan year 2024

ACK ID 20250818085751NAL0001909520001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fitzgerald Peterbilt I, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fitzgerald Peterbilt I, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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Plan health score

Above-average plan

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 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score