Plan Snapshot
- Plan Sponsor: Albert F. Fitzgerald, INC.
- Sponsor EIN: 042373147
- Sponsor Address: 29B CONCORD STREET, NORTH READING, MA, 01864
- Plan Type: 401(k)
- Total Participants: 70
- Total Assets: $4.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 70 | $4.8M | $0 | $196,300 |
| 2023 | 72 | $4.5M | $0 | $220,101 |
| 2022 | 59 | $3.7M | $0 | $206,594 |