Original filing (PDF)20251105125920NAL0007680723001

FIT WEALTH MANAGEMENT

Name: FIT WEALTH MANAGEMENT — FIT WEALTH MANAGEMENT CASH BALANCE PLAN, Form 5500 (2024)
Creator: FIT WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

FIT WEALTH MANAGEMENT CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIT WEALTH MANAGEMENT.

Plan sponsor

Name

FIT WEALTH MANAGEMENT

EIN

83-4524058

Address

665 US HIGHWAY 22E · WHITEHOUSE STATION, NJ · 08889

Phone

(908) 969-1760

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-09

Filed

2025-11-05

Pension benefit codes

1C · Cash balance or similar hybrid DB

1H · PBGC-terminated and closed out

1I · Frozen plan — no new benefit accrual

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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