How big is Fieldstone Properties I LLC's plan?

Fieldstone Properties I LLC's plan reported $3.2M in assets and 179 participants for 2024.

Original filing (PDF)20251014120254NAL0002835233002

Fieldstone Properties I LLC

Name: Fieldstone Properties I LLC — Fieldstone Properties, Form 5500 (2024)
Creator: Fieldstone Properties I LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Fieldstone Properties I LLC 401(k) Plan

401(k) retirement plan · Fieldstone Properties I LLC's Fieldstone Properties I LLC 401(k) Plan held $3.2M in plan assets for 179 participants in 2024.

Signals · 5

Late participant contributionsPossibly inadequate fidelity bond65% employer stockCorrective distributions issuedNo recordkeeper disclosed

Active participants

179

Accounts w/ balance

160

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Fieldstone Properties I LLC's EIN is 01-0583022.

EIN 01-0583022

Plan number 001

Plan year 2024

ACK ID 20251014120254NAL0002835233002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fieldstone Properties I LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fieldstone Properties I LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIELDSTONE PROPERTIES I LLC.

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How this plan invests

This plan

28 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 53K (13% of contributions).
Corrective distributions issued (likely failed ADP/ACP testing).
Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (23rd percentile).

Plan sponsor

Name

FIELDSTONE PROPERTIES I LLC

EIN

all filings

Address

1719 ROUTE 10 EAST, SUITE 220 · PARSIPPANY, NJ · 07054

Phone

(973) 455-0092

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

28 direct securities· $3.2M(100% of reported assets)

Common Stocks

$2.1M

12 holdings

Mutual Funds

$560K

11 holdings

Common Collective Trusts

$463K

2 holdings

Bonds / Notes

$73K

1 holding

Other securities

$9K

1 holding

Cash / Money Market

$2K

1 holding

					% of plan
Voya Retirement Insurance and Annuity Company Voya Target Retirement 2025 Fund R6	Common Stocks	—	—	$491K	15.3%
Vanguard 500 Index Fund Admiral	Common Collective Trusts	—	—	$448K	14.0%
Voya Retirement Insurance and Annuity Company Voya Target Retirement 2050 Fund R6	Common Stocks	—	—	$387K	12.1%
Voya Retirement Insurance and Annuity Company Voya Target Retirement 2055 Fund R6	Common Stocks	—	—	$273K	8.5%
Voya Retirement Insurance and Annuity Company Voya Target Retirement 2030 Fund R6	Common Stocks	—	—	$261K	8.2%
Vanguard Total Inst Stock In F Ad	Mutual Funds	—	—	$227K	7.1%
Voya Retirement Insurance and Annuity Company Voya Target Retirement 2045 Fund R6	Common Stocks	—	—	$180K	5.6%
Voya Retirement Insurance and Annuity Company Voya Target Retirement 2040 Fund R6	Common Stocks	—	—	$150K	4.7%
American Funds Wash Mutual R6	Mutual Funds	—	—	$140K	4.4%
Vanguard Lifestrat Md Grw Fd Inv	Mutual Funds	—	—	$132K	4.1%
Voya Retirement Insurance and Annuity Company Voya Target Retirement 2035 Fund R6	Common Stocks	—	—	$103K	3.2%
Voya Retirement Insurance and Annuity Company Voya Intermediate Bond Fund R6	Common Stocks	—	—	$100K	3.1%
Voya Retirement Insurance and Annuity Company Voya Target In-Retirement Fund R6	Common Stocks	—	—	$82K	2.6%
Notes receivable from participants Various interest rates from 4.25% - 9.50%	Bonds / Notes	—	—	$73K	2.3%
Group annuity contract - * Voya Retirement Insurance and Annuity Company Voya Fixed Account	Common Stocks	—	—	$48K	1.5%
American Funds Europacific R6	Mutual Funds	—	—	$33K	1.0%
Vanguard Mid-Cap Index Fund Adm	Common Collective Trusts	—	—	$16K	0.5%
Voya Retirement Insurance and Annuity Company Voya Target Retirement 2060 Fund R6	Common Stocks	—	—	$15K	0.5%
Dimensional Fund Advisors Dfa Us Targeted Vl Port Ins	Mutual Funds	—	—	$10K	0.3%
ClearBridge Small Cap Grw Fd Is	Other securities	—	—	$9K	0.3%
MFS Growth Fund R6	Mutual Funds	—	—	$5K	0.2%
Dimensional Fund Advisors Dfa Global Real Est Sec Pt Ins	Mutual Funds	—	—	$5K	0.2%
Pimco Cmdtyrlrtn Strat Fnd Ins	Mutual Funds	—	—	$3K	<0.1%
Dimensional Fund Advisors Dfa Intfl-Prot Sec Port Ins	Mutual Funds	—	—	$2K	<0.1%
Money market fund - * Voya Retirement Insurance and Annuity Company Voya Government Money Market Fund A	Cash / Money Market	—	—	$2K	<0.1%
Dimensional Fund Advisors Dfa Emerging Markets Pt Ins	Mutual Funds	—	—	$2K	<0.1%
Voya Retirement Insurance and Annuity Company Voya Target Retirement 2065 Fund R6	Common Stocks	—	—	$1K	<0.1%
Pimco Income Fund Ins	Mutual Funds	—	—	$1K	<0.1%