How big is Fitzpatrick Associates, Inc.'s plan?

Fitzpatrick Associates, Inc.'s plan reported $2.0M in assets and 4 participants for 2022.

Original filing (PDF)20231013031418NAL0033201329001

Fitzpatrick Associates, Inc.

Name: Fitzpatrick Associates, Inc. — Fitzpatrick, Form 5500 (2022)
Creator: Fitzpatrick Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fitzpatrick Associates, Inc. 401(k) Plan

401(k) retirement plan · Fitzpatrick Associates, Inc.'s Fitzpatrick Associates, Inc. 401(k) Plan held $2.0M in plan assets for 4 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Fitzpatrick Associates, Inc.'s EIN is 01-0503153.

EIN 01-0503153

Plan number 001

Plan year 2022

ACK ID 20231013031418NAL0033201329001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Fitzpatrick Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Fitzpatrick Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FITZPATRICK ASSOCIATES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score