How big is David FITZ-Patrick, M.D., Inc.'s plan?

David FITZ-Patrick, M.D., Inc.'s plan reported $2.0M in assets and 21 participants for 2024.

Original filing (PDF)20251014182711NAL0007124242001

David FITZ-Patrick, M.D., Inc.

Name: David FITZ-Patrick, M.D., Inc. — David FITZ-Patrick, Form 5500 (2024)
Creator: David FITZ-Patrick, M.D., Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

David FITZ-Patrick, M.D., Inc. Profit Sharing Plan

401(k) retirement plan · David FITZ-Patrick, M.D., Inc.'s David FITZ-Patrick, M.D., Inc. Profit Sharing Plan held $2.0M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

David FITZ-Patrick, M.D., Inc.'s EIN is 65-1163705.

EIN 65-1163705

Plan number 001

Plan year 2024

ACK ID 20251014182711NAL0007124242001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for David FITZ-Patrick, M.D., Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

David FITZ-Patrick, M.D., Inc.'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

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 (86th percentile).

Plan sponsor

Name

DAVID FITZ-PATRICK, M.D., INC.

EIN

all filings

Address

1585 KAPIOLANI BLVD., SUITE 1500 · HONOLULU, HI · 96814

Phone

(808) 440-4413

Industry

Offices of Physicians· Health Care & Social Assistance

Plan administrator