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FITZPATRICK, MORAN & COSTA, LLP — FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #2, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250722093824NAL0001194179001
FITZPATRICK, MORAN & COSTA, LLP
Form 5500-SF
FILING_RECEIVED
FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST #2
401(k) retirement plan
Active participants
1
Accounts w/ balance
1
Plan assets (EOY)
$6.3M
Net assets (EOY)
$6.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FITZPATRICK, MORAN & COSTA, LLP
.
Find decision makers
Plan sponsor
Name
FITZPATRICK, MORAN & COSTA, LLP
EIN
04-3085768
Address
299 CAREW STREET SUITE 215 · SPRINGFIELD, MA · 01104
Phone
(413) 781-6210
Industry
Offices of Physicians
· Health Care & Social Assistance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-22
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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