Stable plan record

FITZGERALD WEALTH MANAGEMENT LLC 401K PLAN

Sponsored by FITZGERALD WEALTH MANAGEMENT LLC · EIN/PN 271317146-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$0
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$1,480,855
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260518135018NAL00001963530013$0
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.