How big is J Patrick Fitzgerald Associates' plan?

J Patrick Fitzgerald Associates' plan reported $3.4M in assets and 8 participants for 2024.

Original filing (PDF)20250714132614NAL0000905907001

J Patrick Fitzgerald Associates

Name: J Patrick Fitzgerald Associates — J Patrick Fitzgera, Form 5500 (2024)
Creator: J Patrick Fitzgerald Associates
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

J Patrick Fitzgerald Associates 401(k) Profit Sharing Plan

401(k) retirement plan · J Patrick Fitzgerald Associates' J Patrick Fitzgerald Associates 401(k) Profit Sharing Plan held $3.4M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Maura F. Jennings signed J Patrick Fitzgerald Associates' 2024 Form 5500 as plan administrator.

Maura F. Jennings — 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

J Patrick Fitzgerald Associates' EIN is 65-0205213.

EIN 65-0205213

Plan number 001

Plan year 2024

ACK ID 20250714132614NAL0000905907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for J Patrick Fitzgerald Associates from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

J Patrick Fitzgerald Associates' plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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