How big is Fitzpatrick, Santos, Sousa, Perugini PC's plan?

Fitzpatrick, Santos, Sousa, Perugini PC's plan reported $4.0M in assets and 18 participants for 2024.

Original filing (PDF)20251125073602NAL0004581088001

Fitzpatrick, Santos, Sousa, Perugini PC

Name: Fitzpatrick, Santos, Sousa, Perugini PC — Form 5500 Plan 002 (2024)
Creator: Fitzpatrick, Santos, Sousa, Perugini PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fitzpatrick, Santos, Sousa, and Perugini, PC Profit Sharing Plan

401(k) retirement plan · Fitzpatrick, Santos, Sousa, Perugini PC's Fitzpatrick, Santos, Sousa, and Perugini, PC Profit Sharing Plan held $4.0M in plan assets for 18 participants in 2024.

Signals · 1

Late filing · 0.3 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.0M

Net assets (EOY)

$4.0M

Plan identifiers

Fitzpatrick, Santos, Sousa, Perugini PC's EIN is 06-1357115.

EIN 06-1357115

Plan number 002

Plan year 2024

ACK ID 20251125073602NAL0004581088001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fitzpatrick, Santos, Sousa, Perugini PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fitzpatrick, Santos, Sousa, Perugini 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 FITZPATRICK, SANTOS, SOUSA, PERUGINI PC.

Finding similar companies…

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 0.3 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score