What public Form 5500 filings show about the Fitzpatrick, Moran & Costa, LLP 401(k) plan — and how to find and check your own account.
Fitzpatrick, Moran & Costa, LLP (EIN 04-3085768) reports FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #2 on its most recent Form 5500, with $8.7M in plan assets across 7 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Fitzpatrick, Moran & Costa, LLP filing — schedules, fees, and providers.
Fitzpatrick, Moran & Costa, LLP’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Fitzpatrick, Moran & Costa, LLPHR for the recordkeeper’s name and login.
