How big is Fitzpatrick, Moran & Costa, LLP's plan?

Fitzpatrick, Moran & Costa, LLP's plan reported $2.2M in assets and 1 participants for 2024.

Original filing (PDF)20250910082933NAL0034829040001

Fitzpatrick, Moran & Costa, LLP

Name: Fitzpatrick, Moran & Costa, LLP — Fitzpatrick, Moran, Form 5500 (2024)
Creator: Fitzpatrick, Moran & Costa, LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fitzpatrick, Moran & Costa, LLP 401(k) Plan and Trust #6

401(k) retirement plan · Fitzpatrick, Moran & Costa, LLP's Fitzpatrick, Moran & Costa, LLP 401(k) Plan and Trust #6 held $2.2M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

Collette HAAG-Rickert signed Fitzpatrick, Moran & Costa, LLP's 2024 Form 5500 as plan administrator.

Collette HAAG-Rickert — 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

Fitzpatrick, Moran & Costa, LLP's EIN is 04-3085768.

EIN 04-3085768

Plan number 007

Plan year 2024

ACK ID 20250910082933NAL0034829040001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fitzpatrick, Moran & Costa, LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fitzpatrick, Moran & Costa, LLP'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 FITZPATRICK, MORAN & COSTA, LLP.

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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