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Original filing (PDF)20251013114738NAL0001157633001
FIELD MANAGEMENT SERVICES, LLC
Form 5500
FILING_RECEIVED
FIELD MANAGEMENT SERVICES LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 2
100% in single holdingNo recordkeeper disclosed
Active participants
106
Accounts w/ balance
82
Plan assets (EOY)
$5.3M
Net assets (EOY)
$5.3M
How this plan invests
This plan
1 pooled trust
Schedule D
1 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
90
/ 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
90
Concentration risk
75
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- Top holding "MG Trust Various Mutual Funds - 2 DCG Plans 0" is 100% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (15 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIELD MANAGEMENT SERVICES, LLC.
Plan sponsor
Name
FIELD MANAGEMENT SERVICES, LLC
EIN
20-8362443
Address
400 SKOKIE BLVD, SUITE 860 · NORTHBROOK, IL · 60062
Phone
(847) 509-2250
Industry
Management of Companies / Holdingssee all
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
2025-10-13
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
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)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CORRELL CO. INVESTMENT SERVICES | 36-3400965 | — | INVESTMENT SERVICES | $8K | — |
Investments
1 direct security · 1 pooled fund· $5.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$5.2M
1 holding
Common Collective Trust
$441K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MG Trust Various Mutual Funds - 2 DCG Plans 0 | — | — | — | $5.2M | 98.1% | |
| GREAT GRAY CIT III FOR METLIFE GROU GREAT GRAY TRUST COMPANY, LLC · EIN 26-0142858 / PN 094 | Common Collective Trust | — | — | $441K | 8.3% |
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