Original filing (PDF)20250529130744NAL0007336289001

SAM FITZGERALD ARCHITECT PC

Name: SAM FITZGERALD ARCHITECT PC — SAM FITZGERALD ARCHITECT PC- 401K PLAN, Form 5500 (2024)
Creator: SAM FITZGERALD ARCHITECT PC

Form 5500-SF

FILING_RECEIVED

SAM FITZGERALD ARCHITECT PC- 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$215K

Net assets (EOY)

$215K

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 (85th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SAM FITZGERALD ARCHITECT PC.

Plan sponsor

Name

SAM FITZGERALD ARCHITECT PC

EIN

27-4167238all filings

Address

1420 THE GLOAMING · FISHERS ISLAND, NY · 06390

Phone

(860) 287-3808

Industry