How big is Fitzwilliams Financial, LLC's plan?

Fitzwilliams Financial, LLC's plan reported $117K in assets and 3 participants for 2024.

Original filing (PDF)20251015161440NAL0005390785001

Fitzwilliams Financial, LLC

Name: Fitzwilliams Financial, LLC — Fitzwilliams Financial, Form 5500 (2024)
Creator: Fitzwilliams Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fitzwilliams Financial 401(k) Plan

401(k) retirement plan · Fitzwilliams Financial, LLC's Fitzwilliams Financial 401(k) Plan held $117K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$117K

Net assets (EOY)

$117K

Plan identifiers

Fitzwilliams Financial, LLC's EIN is 80-0554405.

EIN 80-0554405

Plan number 001

Plan year 2024

ACK ID 20251015161440NAL0005390785001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fitzwilliams Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fitzwilliams Financial, LLC's plan includes 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 FITZWILLIAMS FINANCIAL, LLC.

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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