How big is FITZ-Gerald Research Analytics, LLC's plan?

FITZ-Gerald Research Analytics, LLC's plan reported $2.1M in assets and 2 participants for 2024.

Original filing (PDF)20250717164219NAL0000982640001

FITZ-Gerald Research Analytics, LLC

Name: FITZ-Gerald Research Analytics, LLC — FITZ-Gerald, Form 5500 (2024)
Creator: FITZ-Gerald Research Analytics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FITZ-Gerald Research Analytics 401(k) Plan

401(k) retirement plan · FITZ-Gerald Research Analytics, LLC's FITZ-Gerald Research Analytics 401(k) Plan held $2.1M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Noriko FITZ-Gerald signed FITZ-Gerald Research Analytics, LLC's 2024 Form 5500 as plan administrator.

Noriko FITZ-Gerald — 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

FITZ-Gerald Research Analytics, LLC's EIN is 83-1503956.

EIN 83-1503956

Plan number 001

Plan year 2024

ACK ID 20250717164219NAL0000982640001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FITZ-Gerald Research Analytics, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FITZ-Gerald Research Analytics, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FITZ-GERALD RESEARCH ANALYTICS, LLC.

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score