Original filing (PDF)20251008122611NAL0013727458001

FITZPATRICK FINANCIAL SOLUTIONS, LLC

Name: FITZPATRICK FINANCIAL SOLUTIONS, LLC — FITZPATRICK FINANCIAL SOLUTIONS 401(K) PLAN, Form 5500 (2024)
Creator: FITZPATRICK FINANCIAL SOLUTIONS, LLC

Form 5500-SF

FILING_RECEIVED

FITZPATRICK FINANCIAL SOLUTIONS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FITZPATRICK FINANCIAL SOLUTIONS, LLC.

Plan sponsor

Name

FITZPATRICK FINANCIAL SOLUTIONS, LLC

EIN

99-1079067all filings

Address

1967 WATER RIDGE DRIVE · WESTON, FL · 33326

Phone

(240) 687-9590

Industry

Professional & Technical Servicessee all

Plan administrator