How big is LYON & Fitzpatrick, LLP's plan?

LYON & Fitzpatrick, LLP's plan reported $7.0M in assets and 17 participants for 2024.

Original filing (PDF)20250625152321NAL0008271825001

LYON & Fitzpatrick, LLP

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

Form 5500-SF

FILING_RECEIVED

LYON & Fitzpatrick, LLP 401(k) Retirement Plan

401(k) retirement plan · LYON & Fitzpatrick, LLP's LYON & Fitzpatrick, LLP 401(k) Retirement Plan held $7.0M in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Peter C. Connor signed LYON & Fitzpatrick, LLP's 2024 Form 5500 as plan administrator.

Peter C. Connor — 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

LYON & Fitzpatrick, LLP's EIN is 04-3326788.

EIN 04-3326788

Plan number 001

Plan year 2024

ACK ID 20250625152321NAL0008271825001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

LYON & Fitzpatrick, LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LYON & FITZPATRICK, 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