P. J. Fitzpatrick, Llc 401(k) Retirement Plan
Sponsored by P. J. Fitzpatrick, Llc · EIN 270172384 · Plan #001
- Total assets
- $11.0M
- Net assets
- $11.0M
- Active participants
- 446
- With balances
- 212
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Delaware Avenue Wealth Planners, Llc CRD 306818 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $83,599 |
| Belfint, Lyons & Shuman, P.A. | Accounting, Direct payment from the plan | $11,000 |
| Delaware Avenue Wealth Planners, Ll | Investment advisory (plan), Other fees | $0 |
| Limestone Pension Associates | Contract administrator, Other services, Other fees | $0 |