Ftizpatrick, Santos, Sousa, Perugini PC 401(k) Plan

The Ftizpatrick, Santos, Sousa, Perugini PC 401(k) on its latest Form 5500

Ftizpatrick, Santos, Sousa, Perugini PC (EIN 06-1123558) 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 Ftizpatrick, Santos, Sousa, Perugini PC filing — schedules, fees, and providers.

Who runs the Ftizpatrick, Santos, Sousa, Perugini PC 401(k)?

Ftizpatrick, 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 Ftizpatrick, Santos, Sousa, Perugini PCHR for the recordkeeper’s name and login.

How to check your Ftizpatrick, Santos, Sousa, Perugini PC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Ftizpatrick, Santos, Sousa, Perugini PC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).