Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J. FITZGERALD GROUP INC.
EIN 01-0549257marketing and advertisingLatest filing 2024
Plans
2
Retirement
2
$2.8M assets
Welfare
0
Participants
24
12 WEST MAIN STREET - LOCKPORT, NY 14094716-433-7688jfitzgeraldgroup.comLinkedIn11-50 employeesmarketing and advertising
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.8M assets / 24 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
J. FITZGERALD GROUP INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.9M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
J. FITZGERALD GROUP INC. CASH BALANCE PLAN
CashBalance
Assets$970K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J. FITZGERALD GROUP INC. 401(K) PROFIT SHARING PLAN | 401k | $1.9M | 14 | 2024 | |
| 002 | J. FITZGERALD GROUP INC. CASH BALANCE PLAN | CashBalance | $970K | 10 | 2024 |
Retirement plans