· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
KATHERINE FIELD AND ASSOCIATES, INC. — KATHERINE FIELD AND ASSOCIATES 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250417220449NAL0001705361067
KATHERINE FIELD AND ASSOCIATES, INC.
Form 5500-SF
FILING_RECEIVED
KATHERINE FIELD AND ASSOCIATES 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
9
Plan assets (EOY)
$1.0M
Net assets (EOY)
$1.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
KATHERINE FIELD AND ASSOCIATES, INC.
.
Find decision makers
Plan sponsor
Name
KATHERINE FIELD AND ASSOCIATES, INC.
EIN
05-0498875
Address
130 BELLEVUE AVE · SUITE 203 · NEWPORT, RI · 02840
Phone
(401) 848-2750
Industry
Professional & Technical Services
see all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-17
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
MODERN MOBILITY PARTNERS LLC
MODERN MOBILITY PARTNERS LLC 401(K) P/S PLAN
$1.0M · 22 participants
GARY R. WEBER ASSOCIATES, INC.
GARY R. WEBER ASSOCIATES, INC. 401(K) PLAN
$1.0M · 18 participants
STUDIO GREEN, INC.
STUDIO GREEN RETIREMENT PLAN
$1.0M · 5 participants
BGB DESIGN GROUP, INC.
BGB DESIGN GROUP, INC. 401(K) PLAN
$1.0M · 6 participants
KERN SPRINKLER LANDSCAPING INC.
KERN SPRINKLER LANDSCAPING INC. 401(K) PROFIT SHARING PLAN AND TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.0M · 19 participants
BURTON STUDIO, INC.
BURTON STUDIO, INC. CASH BALANCE PLAN
$1.0M · 14 participants
Large plans in Rhode Island
CVS HEALTH CORPORATION
CVS HEALTH FUTURE FUND 401(K) PLAN
$30.1B · 313,966 participants
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA PENSION PLAN
$19.0B · 51,062 participants
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS US BOND INDEX COMMINGLED POOL
$11.9B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2035 COMMINGLED POOL
$11.3B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM INDEX 2040 COMMINGLED POOL
$11.2B
FIDELITY INSTITUTIONAL ASSET MANAGEMENT TRUST COMPANY
FIAM GROUP TRUST FOR EMPLOYEE BENEFIT PLANS FIDELITY FREEDOM BLEND 2030 COMMINGLED POOL
$11.1B
