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Original filing (PDF)20250925114755NAL0010440819001
FIELD NATION, LLC
Form 5500
FILING_RECEIVED
FIELD NATION 401(K)
401(k) retirement plan
Active participants
165
Accounts w/ balance
211
Plan assets (EOY)
$16.7M
Net assets (EOY)
$16.7M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIELD NATION, LLC.
Plan sponsor
Name
FIELD NATION, LLC
EIN
32-0240592
Address
733 MARQUETTE AVENUE S · SUITE 800 · MINNEAPOLIS, MN · 55402
Phone
(612) 429-3021
Industry
Data Processing, Hosting· Information / Tech / Mediasee 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
2025-09-25
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
BAKER TILLY US, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $38K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $35K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
Investments
25 direct securities · 1 pooled fund· $16.7M(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
$16.7M
25 holdings
Common Collective Trust
$79K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity FID FDM IDX 2045 IPR N/R | — | — | — | $2.8M | 16.5% | |
| Fidelity FID FDM IDX 2050 IPR N/R | — | — | — | $2.7M | 16.1% | |
| Fidelity FID FDM IDX 2055 IPR N/R | — | — | — | $2.6M | 15.5% | |
| Fidelity FID 500 INDEX N/R | — | — | — | $1.8M | 10.6% | |
| Fidelity FID FDM IDX 2040 IPR N/R | — | — | — | $1.4M | 8.3% | |
| Fidelity FID FDM IDX 2060 IPR N/R | — | — | — | $1.3M | 7.8% | |
| Fidelity FID FDM IDX 2030 IPR N/R | — | — | — | $961K | 5.7% | |
| Pioneer Investments PIONEER FNDML GRTH K N/R | — | — | — | $608K | 3.6% | |
| Pioneer Investments HTFD INTL OPPS R6 N/R | — | — | — | $452K | 2.7% | |
| Fidelity FID FDM IDX 2035 IPR N/R | — | — | — | $279K | 1.7% | |
| Fidelity FID MID CAP IDX N/R | — | — | — | $210K | 1.3% | |
| Participant Loans Interest rate of 4.25% - 9.50% and $0 | — | — | — | $208K | 1.2% | |
| Fidelity FID EMRG MKTS IDX N/R | — | — | — | $200K | 1.2% | |
| Fidelity FID FDM IDX 2025 IPR N/R | — | — | — | $192K | 1.1% | |
| Fidelity FID FDM IDX 2065 IPR N/R | — | — | — | $176K | 1.1% | |
| JP Morgan JPM CORE PLUS BND R6 N/R | — | — | — | $171K | 1.0% | |
| Fidelity FID SM CAP IDX N/R | — | — | — | $155K | 0.9% | |
| Fidelity FID FDM IDX INC IPR N/R | — | — | — | $151K | 0.9% | |
| John Hancock JH DISCPL VALUE R6 N/R | — | — | — | $120K | 0.7% | |
| Fidelity FID FDM IDX 2020 IPR N/R | — | — | — | $95K | 0.6% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $79K | 0.5% | |
| Victory Capital VI SM-CAP VAL R6 N/R | — | — | — | $49K | 0.3% | |
| Pioneer Investments PIONEER STRAT INC K N/R | — | — | — | $42K | 0.2% | |
| Pioneer Investments PIF GLB RL EST R6 N/R | — | — | — | $33K | 0.2% | |
| Loomis Sayles LOOMIS SM CP GRTH N N/R | — | — | — | $26K | 0.2% | |
| Fidelity FID GOVT MMKT K6 N/R | — | — | — | $6K | <0.1% |
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