Plan Snapshot
- Plan Sponsor: Field Management Services, LLC
- Sponsor EIN: 208362443
- Sponsor Address: 400 SKOKIE BLVD, SUITE 860, NORTHBROOK, IL, 60062
- Plan Type: 401(k)
- Total Participants: 106
- Total Assets: $5.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 106 | $5.3M | $205,695 | $441,155 |
| 2023 | 72 | $5.2M | $192,829 | $390,435 |
| 2022 | 97 | $4.0M | $174,811 | $323,450 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CORRELL CO. INVESTMENT SERVICES | INVESTMENT SERVICES | $8,110 | — | $8,110 |
| SELDEN FOX, LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SELDEN FOX, LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,110
- Estimated Expense Ratio: 0.153% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $10,122 | $8,110 | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $9,011 | $6,884 | — | — | $2,127 |