How big is Downey, Pieciak, Fitzgerald & Co., PC's plan?

Downey, Pieciak, Fitzgerald & Co., PC's plan reported $4.0M in assets and 33 participants for 2024.

Original filing (PDF)20251014145206NAL0006433026001

Downey, Pieciak, Fitzgerald & Co., PC

Name: Downey, Pieciak, Fitzgerald & Co., PC — Downey, Form 5500 (2024)
Creator: Downey, Pieciak, Fitzgerald & Co., PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Downey, Pieciak, Fitzgerald & Co., PC Retirement Savings Plan

401(k) retirement plan · Downey, Pieciak, Fitzgerald & Co., PC's Downey, Pieciak, Fitzgerald & Co., PC Retirement Savings Plan held $4.0M in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Downey, Pieciak, Fitzgerald & Co., PC's EIN is 03-0288632.

EIN 03-0288632

Plan number 001

Plan year 2024

ACK ID 20251014145206NAL0006433026001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Downey, Pieciak, Fitzgerald & Co., PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Downey, Pieciak, Fitzgerald & Co., PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DOWNEY, PIECIAK, FITZGERALD & CO., 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