Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FITZGERALD MONROE FLYNN PC
EIN 86-3090402law practiceLatest filing 2024
Plans
2
Retirement
2
$683K assets
Welfare
0
Participants
10
2341 JEFFERSON STREET, STE 200 - SAN DIEGO, CA 92110619-215-1747fmfpc.comLinkedIn1-10 employeeslaw practice
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $683K assets / 10 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#001
FITZGERALD MONROE FLYNN PC DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$559K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FITZGERALD JOSEPH LLP PROFIT SHARING PLAN
ProfitSharing
Assets$124K
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FITZGERALD MONROE FLYNN PC DEFINED BENEFIT PENSION PLAN | TraditionalDB | $559K | 5 | 2024 | |
| 002 | FITZGERALD JOSEPH LLP PROFIT SHARING PLAN | ProfitSharing | $124K | 5 | 2024 |
Retirement plans