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Sponsor portfolio

FITZGERALD ENTERPRISES, INC.

EIN 20-1252658-Administrative and Support and Waste Management and Remediation Services-Latest filing 2024
Plans
2
Retirement
2
$2.0M assets
Welfare
0
Participants
22
9290 BOND STREET, SUITE 205 - OVERLAND PARK, KS 66214816-373-2222
Plans on this EIN
2 filings
#002401k-$1.1M - 14 part#003CashBalance-$898K - 8 part

Retirement portfolio analytics

2 plans aggregated / $2.0M assets / 22 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PLAN AND TRUST (#002)55%
  • CASH BALANCE PLAN (#003)45%
Total $2.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#002)14
  • CASH BALANCE PLAN (#003)8
Total 22Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FITZGERALD ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$1.1M
Participants14
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

FITZGERALD ENTERPRISES, INC. CASH BALANCE PLAN

CashBalance

Assets$898K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FITZGERALD ENTERPRISES, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$1.1M142024
003FITZGERALD ENTERPRISES, INC. CASH BALANCE PLANCashBalance$898K82024
Retirement plans
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