How big is Fiscal Partners' plan?

Fiscal Partners' plan reported $304K in assets and 1 participants for 2024.

Original filing (PDF)20250717092842NAL0000038225001

Fiscal Partners

Name: Fiscal Partners — Fiscal Partners 401(k) Plan, Form 5500 (2024)
Creator: Fiscal Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fiscal Partners 401(k) Plan

401(k) retirement plan · Fiscal Partners' Fiscal Partners 401(k) Plan held $304K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$304K

Net assets (EOY)

$304K

People on this filing

Paul Craney signed Fiscal Partners' 2024 Form 5500 as plan administrator.

Paul Craney — 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

Fiscal Partners' EIN is 81-3933113.

EIN 81-3933113

Plan number 001

Plan year 2024

ACK ID 20250717092842NAL0000038225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fiscal Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fiscal Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FISCAL PARTNERS.

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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 (99th percentile).

Plan sponsor

Name

FISCAL PARTNERS

EIN

all filings

Address

31 STATE STREET · SUITE 401 · BOSTON, MA · 02109

Phone

(617) 797-2540

Industry

Other Services (ex. Public Admin)

Plan administrator