How big is McCormick, Fitzpatrick, Kasper & Burchard PC's plan?

McCormick, Fitzpatrick, Kasper & Burchard PC's plan reported $8.5M in assets and 14 participants for 2024.

Original filing (PDF)20250403090524NAL0010104881001

McCormick, Fitzpatrick, Kasper & Burchard PC

Name: McCormick, Fitzpatrick, Kasper & Burchard PC — Form 5500 Plan 001 (2024)
Creator: McCormick, Fitzpatrick, Kasper & Burchard PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McCormick, Fitzpatrick, Kasper & Burchard PC 401(k) Savings Plan

401(k) retirement plan · McCormick, Fitzpatrick, Kasper & Burchard PC's McCormick, Fitzpatrick, Kasper & Burchard PC 401(k) Savings Plan held $8.5M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

People on this filing

Dan Burchard signed McCormick, Fitzpatrick, Kasper & Burchard PC's 2024 Form 5500 as plan administrator.

Dan Burchard — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

McCormick, Fitzpatrick, Kasper & Burchard PC's EIN is 03-0276082.

EIN 03-0276082

Plan number 001

Plan year 2024

ACK ID 20250403090524NAL0010104881001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for McCormick, Fitzpatrick, Kasper & Burchard PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

McCormick, Fitzpatrick, Kasper & Burchard PC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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