How big is Sam Fitzgerald Architect PC's plan?

Sam Fitzgerald Architect PC's plan reported $268K in assets and 4 participants for 2025.

Original filing (PDF)20260521152150NAL0002672961001

Sam Fitzgerald Architect PC

Name: Sam Fitzgerald Architect PC — Sam Fitzgerald, Form 5500 (2025)
Creator: Sam Fitzgerald Architect PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam Fitzgerald Architect PC- 401(k) Plan

401(k) retirement plan · Sam Fitzgerald Architect PC's Sam Fitzgerald Architect PC- 401(k) Plan held $268K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$268K

Net assets (EOY)

$268K

People on this filing

Jason Drena signed Sam Fitzgerald Architect PC's 2025 Form 5500 as plan administrator.

Jason Drena — 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

Sam Fitzgerald Architect PC's EIN is 27-4167238.

EIN 27-4167238

Plan number 001

Plan year 2025

ACK ID 20260521152150NAL0002672961001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Sam Fitzgerald Architect PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Sam Fitzgerald Architect PC'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 SAM FITZGERALD ARCHITECT PC.

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

SAM FITZGERALD ARCHITECT PC

EIN

all filings

Address

1420 THE GLOAMING · FISHERS ISLAND, NY · 06390

Phone

(860) 287-3808

Industry

Professional & Technical Services

Plan administrator