J. FITZGERALD GROUP INC. CASH BALANCE PLAN

[ EIN: 01-0549257 | Plan No. 002 ]

Form 5500 records indicate that J. FITZGERALD GROUP INC. CASH BALANCE PLAN is a Defined Benefit plan sponsored by J. FITZGERALD GROUP INC.. The plan is classified as a Small Plan with 10 participants and assets totaling $970,249 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

Plan Sponsor: J. FITZGERALD GROUP INC.

Location: 12 WEST MAIN STREET, LOCKPORT, NY 14094

EIN: 010549257

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 10

Total Assets: $970,249