How big is Fitzpatrick & Associates, Inc.'s plan?

Fitzpatrick & Associates, Inc.'s plan reported $4.7M in assets and 2 participants for 2024.

Original filing (PDF)20250529105615NAL0013417264001

Fitzpatrick & Associates, Inc.

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

Form 5500-SF

FILING_RECEIVED

Fitzpatrick & Associates, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Fitzpatrick & Associates, Inc.'s Fitzpatrick & Associates, Inc. 401(k) Profit Sharing Plan held $4.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

John Fitzpatrick signed Fitzpatrick & Associates, Inc.'s 2024 Form 5500 as plan administrator.

John Fitzpatrick — 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 & Associates, Inc.'s EIN is 22-2013709.

EIN 22-2013709

Plan number 001

Plan year 2024

ACK ID 20250529105615NAL0013417264001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fitzpatrick & Associates, Inc.'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 FITZPATRICK & ASSOCIATES, INC..

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

FITZPATRICK & ASSOCIATES, INC.

EIN

all filings

Address

1115 PINE BROOK RD · TINTON FALLS, NJ · 07724

Phone

(732) 542-6100

Industry

Construction

Plan administrator