How big is Fitzpatrick & Tucker Inc.'s plan?

Fitzpatrick & Tucker Inc.'s plan reported $815K in assets and 8 participants for 2024.

Original filing (PDF)20250814102337NAL0013569040001

Fitzpatrick & Tucker Inc.

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

Form 5500-SF

FILING_RECEIVED

Fitzpatrick & Tucker Inc., 401(k) Plan

401(k) retirement plan · Fitzpatrick & Tucker Inc.'s Fitzpatrick & Tucker Inc., 401(k) Plan held $815K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$815K

Net assets (EOY)

$815K

People on this filing

Nick Rice signed Fitzpatrick & Tucker Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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 & Tucker Inc.'s EIN is 20-2850969.

EIN 20-2850969

Plan number 001

Plan year 2024

ACK ID 20250814102337NAL0013569040001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fitzpatrick & Tucker Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 & TUCKER INC..

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score