What public Form 5500 filings show about the Fitzpatrick, Santos, Sousa, Perugini PC 401(k) plan — and how to find and check your own account.
Fitzpatrick, Santos, Sousa, Perugini PC (EIN 06-1357115) reports FITZPATRICK, SANTOS, SOUSA, AND PERUGINI, PC PROFIT SHARING PLAN on its most recent Form 5500, with $4.0M in plan assets across 18 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, Santos, Sousa, Perugini PC filing — schedules, fees, and providers.
Fitzpatrick, Santos, Sousa, Perugini PC’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, Santos, Sousa, Perugini PCHR for the recordkeeper’s name and login.
