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Company:
Fitzpatrick Retail and Realty Company, Inc.
Plan:
Fitzpatrick Lodging Associates Invest For Retirement Plan
 

Fitzpatrick Retail and Realty Company, Inc.

51 Plan: Fitzpatrick Lodging Associates Invest For Retirement Plan

 
 
51
22
47
74
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 23 point difference between this plan's BrightScope Rating (51) and the top rated plan (74) could equate to:
[How is this calculated?]
10 additional years of work
Up to $133,200 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Fitzpatrick Lodging Associates Invest For Retirement Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 51. Fitzpatrick Lodging Associates Invest For Retirement Plan currently has over 100 active participants and over $2.5M in plan assets.

 

 Retirement Plan Details

Address Po Box 954
Stockbridge, MA 01262-0954 
Industry Hotels (except Casino Hotels) and Motels
Administrator Nancy Fitzpatrick, Trustee
Net Plan Assets $2,550,000
Total Participants 190
Avg Account Balance $14,000

 Compare Other Companies in Peer Group

Hotels Unlimited 58.1
Highpointe Hospitality 56.1
WW Leisure 54.7
Hi57, LLC 53.1
Cocoa Beach Motel 52.2
MV Partners 38.5

 Top 3 Funds in this 401k

1. Total Common Stocks 33%
2. Total Corporate Bonds 13%
3. Total US Government Securities 11%

  Plan Service Providers

Auditor Teal, Becker & Chiaramonte, CPAs, P.C.
Investment Adviser UBS

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