Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FITZPATRICK, MORAN & COSTA, LLP
EIN 04-3085768Health Care and Social AssistanceLatest filing 2025
Plans
3
Retirement
3
$9.6M assets
Welfare
0
Participants
7
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $9.6M assets / 7 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MORAN & HAAG-RICKERT, LLP 401(K) PLAN AND TRUST #2
401k
Assets$6.8M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#007
MORAN & HAAG-RICKERT, LLP 401(K) PLAN AND TRUST #6
401k
Assets$2.7M
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST
401k
Assets$145K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MORAN & HAAG-RICKERT, LLP 401(K) PLAN AND TRUST #2 | 401k | $6.8M | 1 | 2025 | |
| 007 | MORAN & HAAG-RICKERT, LLP 401(K) PLAN AND TRUST #6 | 401k | $2.7M | 1 | 2025 | |
| 002 | FITZPATRICK, MORAN & COSTA, LLP 401(K) PLAN AND TRUST | 401k | $145K | 5 | 2024 |
Retirement plans