How big is Fieldtrip, LLC.'s plan?

Fieldtrip, LLC.'s plan reported $2.0M in assets and 8 participants for 2025.

Original filing (PDF)20260520141314NAL0002024192001

Fieldtrip, LLC.

Name: Fieldtrip, LLC. — Fieldtrip, LLC. 401(k) Plan, Form 5500 (2025)
Creator: Fieldtrip, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fieldtrip, LLC. 401(k) Plan

401(k) retirement plan · Fieldtrip, LLC.'s Fieldtrip, LLC. 401(k) Plan held $2.0M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

LISA Heissenbuttel signed Fieldtrip, LLC.'s 2025 Form 5500 as plan administrator.

LISA Heissenbuttel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Fieldtrip, LLC.'s EIN is 20-5444215.

EIN 20-5444215

Plan number 001

Plan year 2025

ACK ID 20260520141314NAL0002024192001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fieldtrip, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fieldtrip, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

FIELDTRIP, LLC.

EIN

all filings

Address

642 S FOURTH ST · STE 400 · LOUISVILLE, KY · 40202

Phone

(502) 974-3686

Industry

Professional & Technical Services

Plan administrator