Fitzpatrick Retail & Realty 401(k) match, vesting and fees
What Fitzpatrick Retail & Realty's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Stancorp Financial Corp | Schedule C ↗ |
| Independent auditor | Meyers Brothers Kalicka, PC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,100 defined-contribution plans in accommodation and food services with 100 to 499 participants.
| Fitzpatrick Retail & Realty: employer contribution per participant | $1,723 | |
| Peer median | $935 |
| Fitzpatrick Retail & Realty: average balance | $37,144 | |
| Peer median | $24,052 |
| Fitzpatrick Retail & Realty: admin expenses ÷ assets | 0.39% | |
| Peer median | 0.61% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.6M at the end of plan year 2021 to $4.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 265 | $4.5M | $207K | $1,723 | 0.39% | Not published | Form 5500 ↗ |
| 2023 | 289 | $3.6M | $158K | $1,176 | 0.45% | Not published | Form 5500 ↗ |
| 2022 | 415 | $3.1M | $77K | $851 | 0.46% | Not published | Form 5500 ↗ |
| 2021 | 206 | $3.6M | $29K | $351 | 0.40% | Not published | Form 5500 ↗ |
Common questions
Does Fitzpatrick Retail & Realty match 401(k) contributions?
The match terms for the Main Street Hospitality Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $207K in employer contributions, about $1,723 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Fitzpatrick Retail & Realty 401(k) match vested?
The vesting schedule for the Main Street Hospitality Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Fitzpatrick Retail & Realty 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Stancorp Financial Corp. The plan administrator is Fitzpatrick Retail & Realty Company, Inc..
I left Fitzpatrick Retail & Realty. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Fitzpatrick Retail & Realty Company, Inc., (413) 298-5545) or the recordkeeper, Stancorp Financial Corp. The Fitzpatrick Retail & Realty old 401(k) page lists the contacts from every plan filing. Find an old Fitzpatrick Retail & Realty 401(k)
Data from the public Form 5500 annual reports Fitzpatrick Retail & Realty filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Fitzpatrick Retail & Realty. Not financial advice. Report a correction · Methodology