Plan Snapshot
- Plan Sponsor: Fitzpatrick Retail & Realty Company, INC.
- Sponsor EIN: 042805466
- Sponsor Address: 30 MAIN STREET, STOCKBRIDGE, MA, 01262
- Plan Type: DC
- Total Participants: 221
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 221 | $4.5M | $206,746 | $360,442 |
| 2023 | 222 | $3.6M | $157,579 | $275,918 |
| 2022 | 376 | $3.1M | $77,404 | $130,873 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MEYERS BROTHERS KALICKA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MEYERS BROTHERS KALICKA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $15,713 | — | $15,713 | — | — |
| 2023 | $15,254 | — | $15,254 | — | — |
| 2022 | $15,629 | — | $15,629 | — | — |