Plan Snapshot
- Plan Sponsor: Fieldstone A&E, LLC
- Sponsor EIN: 274082510
- Sponsor Address: 3400 AUBURN RD STE 200, AUBURN HILLS, MI, 48326
- Plan Type: 401(k)
- Total Participants: 133
- Total Assets: $6.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 133 | $6.8M | $327,912 | $675,490 |
| 2023 | 112 | $5.0M | $251,011 | $533,562 |
| 2022 | 101 | $3.5M | $230,219 | $446,500 |
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 |
|---|---|---|---|---|
| CBIZ CPAS P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $38,363 | — | $38,363 | — | — |
| 2023 | $27,106 | — | — | — | — |
| 2022 | $10,943 | — | — | — | $10,943 |