How big is Fletcher Tilton PC's plan?

Fletcher Tilton PC's plan reported $38.6M in assets and 92 participants for 2024.

Original filing (PDF)20250924131212NAL0010645042001

Fletcher Tilton PC

Name: Fletcher Tilton PC — Fletcher Tilton PC Profit, Form 5500 (2024)
Creator: Fletcher Tilton PC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Fletcher Tilton PC Profit Sharing Plan and Trust

401(k) retirement plan · Fletcher Tilton PC's Fletcher Tilton PC Profit Sharing Plan and Trust held $38.6M in plan assets for 92 participants in 2024, with Fidelity as recordkeeper.

Signals · 2

54% in single holdingHigh average account balance

Active participants

Accounts w/ balance

117

Plan assets (EOY)

$38.6M

Net assets (EOY)

$38.6M

People on this filing

Richard Barry, Jr. signed Fletcher Tilton PC's 2024 Form 5500 as plan administrator.

Richard Barry, Jr. — 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

Fletcher Tilton PC's EIN is 04-2628601.

EIN 04-2628601

Plan number 001

Plan year 2024

ACK ID 20250924131212NAL0010645042001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fletcher Tilton PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fletcher Tilton PC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

High average account balance (100th percentile).

Plan sponsor

Name

FLETCHER TILTON PC

EIN

all filings

Address

100 FRONT STREET · 5TH FLOOR · WORCESTER, MA · 01608

Phone

(508) 798-8621

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INV INST OPERATIONS	04-2647786	—	RECORDKEEPER	$11K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
WELLS FARGO CLEARING SERVICES LLC	23-2384840	—	ADVISOR	$0	—
MORGAN STANLEY SMITH BARNEY

Investments

40 direct securities· $38.0M(98% of reported assets)

Mutual Funds

$33.1M

24 holdings

Other securities

$2.7M

11 holdings

Common Collective Trusts

$1.7M

1 holding

Common Stocks

$321K

3 holdings

Bonds / Notes

$143K

1 holding

					% of plan
Fidelity Investments Fidelity BrokerageLink	Mutual Funds	—	—	$20.6M	53.3%
Fidelity Investments Fidelity 500 Index Fund	Common Collective Trusts	—	—	$1.7M	4.4%
American Funds American Funds 2035 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$1.6M	4.2%
American Funds American Funds 2025 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$1.6M	4.2%
American Funds American Funds 2020 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$1.6M	4.1%
American Funds American Funds 2030 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$1.4M	3.7%
American Funds American Funds 2045 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$1.4M	3.5%
Fidelity Investments American Funds 2040 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$1.3M	3.4%
American Funds American Funds 2010 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$1.2M	3.2%
Columbia Dividend Opportunity Fund Class A	Other securities	—	—	$1.0M	2.6%
Eaton Vance Eaton Vance Atlanta Capital SMID-Cap Fund Class A	Other securities	—	—	$747K	1.9%
Fidelity Investments Fidelity Government Money Market Fund	Mutual Funds	—	—	$738K	1.9%
T. Rowe Price T. Rowe Price All-Cap Opportunities Advantage	Other securities	—	—	$649K	1.7%
American Funds American Funds New World R-3	Mutual Funds	—	—	$293K	0.8%
Janus Henderson Janus Henderson Triton Fund Class S	Mutual Funds	—	—	$246K	0.6%
American Funds American Funds 2055 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$218K	0.6%
American Funds American Funds 2050 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$205K	0.5%
BNY Mellon BNY Mellon Worldwide Growth Fund, Inc. Class A	Common Stocks	—	—	$181K	0.5%
Putnam Global Technology Fund Class A	Mutual Funds	—	—	$177K	0.5%
Victory Sycamore Established Value Fund Class A	Other securities	—	—	$147K	0.4%
Participant loans Interest rates between 5.25% -10.50%, secured by participant account balances -	Bonds / Notes	—	—	$143K	0.4%
Principal Funds, Inc. Principal Spectrum Preferred and Capital Securities Income Fund Class R-3	Common Stocks	—	—	$136K	0.4%
MFS New Discovery Value Fund Class R3	Mutual Funds	—	—	$125K	0.3%
PIMCO Income Fund Class A	Mutual Funds	—	—	$72K	0.2%
Allspring Short-Term Bond Plus Fund - Class A	Other securities	—	—	$70K	0.2%
Fidelity Investments Fidelity Advisor Materials Fund Class A	Mutual Funds	—	—	$61K	0.2%
Janus Henderson Janus Henderson High-Yield Fund Class T	Mutual Funds	—	—	$53K	0.1%
PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged) Class A	Mutual Funds	—	—	$52K	0.1%
American Funds American Funds 2015 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$42K	0.1%
First Eagle First Eagle Gold Fund Class A	Other securities	—	—	$39K	0.1%
American Funds American Funds 2060 Target Date Retirement Fund Class R-3	Mutual Funds	—	—	$38K	<0.1%
Columbia Balanced Fund Class A	Other securities	—	—	$32K	<0.1%
Eaton Vance Eaton Vance Floating-Rate Advantage Fund Class I	Other securities	—	—	$20K	<0.1%
PIMCO Short-Term Fund Administrative Class	Mutual Funds	—	—	$7K	<0.1%
Invesco Convertible Securities Fund Class A	Mutual Funds	—	—	$4K	<0.1%
Putnam Small Cap Growth Fund Class A	Mutual Funds	—	—	$4K	<0.1%
Goldman Sachs Goldman Sachs Mid Cap Value Fund Class R	Other securities	—	—	$4K	<0.1%
Cohen & Steers Cohen & Steers Real Estate Securities Fund, Inc. Class A	Common Stocks	—	—	$4K	<0.1%
PGIM Investments PGIM Total Return Bond Fund -Class A	Other securities	—	—	$2K	<0.1%
LS Inflation Protected Securities Fund Class I	Other securities	—	—	$2K	<0.1%