Retirement plan

FITZPATRICK MFG. CO. EMPLOYEES PROFIT SHARING / 401(K) PLAN

Name: FITZPATRICK MFG. CO. - FITZPATRICK MFG. CO. EMPLOYEES PROFIT SHARING / 401(K) PLAN (2025) Form 5500
Creator: FITZPATRICK MFG. CO.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FITZPATRICK MFG. CO. EMPLOYEES PROFIT SHARING / 401(K) PLAN, FITZPATRICK MFG. CO.

FITZPATRICK MFG. CO.EIN 38-1712809Plan #002PY 2025

33637 STERLING PONDS BLVD. - STERLING HEIGHTS, MI 48312586-825-0066LinkedIn51-200 employeesoil & energy

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$17M

+2.3% from 2024

Total participants

0.0% from 2024

Average account balance

$315,457

+2.3% from 2024

Annual return

12.54%

-1.15 pp from 2024

Benchmarks

See 5,733 peers

Peer group

Industry33 - Manufacturing

Plan typeDefined contribution

Participants25-99

Cohort5,733 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$17.03M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$315K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

110.2%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$272K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$6K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+12.54%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$37421

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2F2G2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$2.0M

$41240 / participant

Other / not subdivided$2M100.0%

% of EOY assets

11.863%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$315,457

$97,550+223.4%

$120,344+162.1%

$87,485+260.6%

Participation rate

95.9%

72.8%+23.1pp

76.7%+19.2pp

68.9%+27.0pp

Annual return

12.54%

18.41%-5.9pp

20.30%-7.8pp

26.06%-13.5pp

Employer contribution / active EE

$2,653

$2,291+15.8%

$3,020-12.2%

$2,596+2.2%

Participant deferral / active EE

$2,891

$4,230-31.7%

$5,135-43.7%

$4,274-32.4%

Admin fee / account holder

$37,421

$9,543+292.2%

$12,742+193.7%

$7,775+381.3%

FITZPATRICK MFG. CO. EMPLOYEES PROFIT SHARING / 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FITZPATRICK MFG. CO. EMPLOYEES PROFIT SHARING / 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion