How big is Fitzpatrick Lentz & Bubba, P.C.'s plan?

Fitzpatrick Lentz & Bubba, P.C.'s plan reported $30.8M in assets and 96 participants for 2024.

Original filing (PDF)20251219124037NAL0014202530001

Fitzpatrick Lentz & Bubba, P.C.

Name: Fitzpatrick Lentz & Bubba, P.C. — Fitzpatrick Lentz, Form 5500 (2024)
Creator: Fitzpatrick Lentz & Bubba, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fitzpatrick Lentz & Bubba, P.C. Employee 401(k) Profit Sharing P

401(k) retirement plan · Fitzpatrick Lentz & Bubba, P.C.'s Fitzpatrick Lentz & Bubba, P.C. Employee 401(k) Profit Sharing P held $30.8M in plan assets for 96 participants in 2024.

Signals · 1

Late filing · 1.1 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$30.8M

Net assets (EOY)

$30.8M

People on this filing

Stacey Miller signed Fitzpatrick Lentz & Bubba, P.C.'s 2024 Form 5500 as plan administrator.

Stacey Miller — 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 Lentz & Bubba, P.C.'s EIN is 23-2748388.

EIN 23-2748388

Plan number 001

Plan year 2024

ACK ID 20251219124037NAL0014202530001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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 1.1 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (17th percentile).

Helping the score