FITZGERALD & COMPANY, LLP 401(K) PROFIT SHARING PLAN AND TRUST

[ EIN: 33-0623777 | Plan No. 001 ]

FITZGERALD & COMPANY, LLP 401(K) PROFIT SHARING PLAN AND TRUST, sponsored by FITZGERALD & COMPANY, LLP, appears in Form 5500 filings as a 401(k) plan. The plan reported 8 participants and total assets of $1,223,671 during the 2023 reporting period.

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

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Plan Sponsor: FITZGERALD & COMPANY, LLP

Location: 1011 CAMINO DEL RIO SOUTH, STE 400, SAN DIEGO, CA 92108

EIN: 330623777

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $1,223,671

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