# Fitzpatrick Retail & Realty Company, INC. DC Plan
Source: https://planprovider.pro/companies/fitzpatrick-retail-realty-company-inc-plan

> Fitzpatrick Retail & Realty Company, INC.'s DC plan: 221 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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