Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
T.M. FITZGERALD & ASSOCIATES, INC.
EIN 23-2508405ManufacturingLatest filing 2024
Plans
2
Retirement
2
$3.2M assets
Welfare
0
Participants
12
6349 BURNHAM RD - NAPLES, FL 34119856-297-7027
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.2M assets / 12 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
T.M. FITZGERALD & ASSOCIATES, INC. PROFIT SHARING PLAN
401k
Assets$2.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
T.M. FITZGERALD & ASSOCIATES CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants6
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 | T.M. FITZGERALD & ASSOCIATES, INC. PROFIT SHARING PLAN | 401k | $2.2M | 6 | 2024 | |
| 002 | T.M. FITZGERALD & ASSOCIATES CASH BALANCE PLAN | CashBalance | $1.0M | 6 | 2024 |
Retirement plans