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Original filing (PDF)20251007102832NAL0011261458001
FORD FIELD MANAGEMENT LLC
Form 5500
FILING_RECEIVED
FORD FIELD MANAGEMENT 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
170
Accounts w/ balance
187
Plan assets (EOY)
$20.1M
Net assets (EOY)
$20.0M
How this plan invests
This plan
1 pooled trust
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
93
/ 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
100
Total plan cost
80
Vendor stack
80
Participation health
100
Knocking points off
- 38 bps in Schedule C fees — modestly above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FORD FIELD MANAGEMENT LLC.
Plan sponsor
Name
FORD FIELD MANAGEMENT LLC
EIN
32-0010308
Address
2000 BRUSH ST STE 200 · DETROIT, MI · 482262251
Phone
(313) 262-2000
Industry
Arts, Entertainment, Recreationsee 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
2025-10-07
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsOther
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES | — | BIRMINGHAM, MA | NONE | $41K | — |
| ONEAMERICA RETIREMENT SERVICES, LLC | 46-5378846 | — | NONE | $37K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $0 | — |
Investments
26 direct securities · 1 pooled fund· $19.4M(96% 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
$18.1M
26 holdings
Common Collective Trust
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Funds Vanguard 500 Index Fund | — | — | — | $2.0M | 9.9% | |
| Fidelity Blue Chip Growth | — | — | — | $1.9M | 9.7% | |
| Principal Funds Principal International Equity Index Fund | — | — | — | $1.6M | 7.9% | |
| Columbia Threadneedle Investments Columbia Dividend Income Fund Institutional 2 | — | — | — | $1.6M | 7.8% | |
| Allspring Special Mid Cap Value Fund Institutional | — | — | — | $1.4M | 7.0% | |
| American Funds American Funds 2055 Target Date Retirement Fund | — | — | — | $1.4M | 7.0% | |
| American Funds American Funds 2060 Target Date Retirement Fund | — | — | — | $1.2M | 6.2% | |
| RELIANCE METLIFE GAC SERIES 25053 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $1.2M | 6.2% | |
| Dodge & Cox Dodge & Cox Income Cl 1 | — | — | — | $1.2M | 5.8% | |
| Vanguard Funds Vanguard Mid-Cap Index Fund | — | — | $748K | $804K | 4.0% | |
| Federated Hermes Federated Hermes MDT Mid Cap Growth IS | — | — | — | $712K | 3.5% | |
| Vanguard Funds Vanguard Small Cap Index Fund | — | — | — | $630K | 3.1% | |
| Fidelity Adv Em Mkt Disc-1 | — | — | — | $583K | 2.9% | |
| American Funds American Funds 2065 Target Date Retirement Fund | — | — | — | $495K | 2.5% | |
| Putnam Small Cap Growth Fd Y Putnam Small Cap Growth Fd Y | — | — | $424K | $453K | 2.2% | |
| Principal Funds Principal Smallcap Growth Fund I | — | — | — | $453K | 2.2% | |
| JPMorgan Undiscovered Managers Behavioral Value R6 Fund | — | — | — | $443K | 2.2% | |
| American Funds American Funds 2030 Target Date Retirement Fund | — | — | — | $352K | 1.7% | |
| American Funds American Funds 2045 Target Date Retirement Fund | — | — | — | $333K | 1.7% | |
| American Funds American Funds 2050 Target Date Retirement Fund | — | — | — | $171K | 0.9% | |
| American Funds American Funds 2040 Target Date Retirement Fund | — | — | — | $129K | 0.6% | |
| Principal Funds Principal Diversified Real Asset Fund | — | — | — | $118K | 0.6% | |
| VALUE Participant Loans Master Participant Loan - Interest Rate 3.25% - 8.50% Master Participant Loan | — | — | $79K | $79K | 0.4% | |
| Lord Abbett Lord Abbett Bnd Debenture-R6 | — | — | — | $50K | 0.3% | |
| American Funds American Funds 2035 Target Date Retirement Fund | — | — | — | $7K | <0.1% | |
| American Funds American Funds 2020 Target Date Retirement Fund | — | — | — | $3K | <0.1% | |
| Legg Mason Legg Mason Global Asset Management Trust | — | — | — | $3K | <0.1% |
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