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Original filing (PDF)20251008091501NAL0009445056001
FIELDWORK, INC.
Form 5500
FILING_RECEIVED
FIELDWORK, INC. 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
263
Accounts w/ balance
485
Plan assets (EOY)
$24.8M
Net assets (EOY)
$24.7M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
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
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 49 bps in Schedule C fees — 68% 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 FIELDWORK, INC..
Plan sponsor
Name
FIELDWORK, INC.
EIN
36-3328814
Address
111 E. WACKER, SUITE 220 · CHICAGO, IL · 60601
Phone
(312) 285-2025
Industry
Professional & Technical Servicessee 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
2025-10-08
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
KRUGGEL, LAWTON & COMPANY, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HOWARD SIMON & ASSOCIATES, INC. | — | RIVERWOODS, IL | NONE | $114K | — |
| MATRIX TRUST COMPANY | 75-3182674 | — | NONE | $7K | — |
Investments
30 direct securities · 1 pooled fund· $24.8M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$23.4M
30 holdings
Common Collective Trust
$1.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Institutional Prem # | — | — | — | $4.8M | 19.2% | |
| Voya Fixed Account # | — | — | — | $2.9M | 11.6% | |
| American Funds 2045 Target Date R6 # | — | — | — | $2.1M | 8.4% | |
| American Funds 2055 Target Date R6 # | — | — | — | $2.0M | 8.0% | |
| JPMorgan Small Cap Growth Fund R6 # | — | — | — | $1.6M | 6.3% | |
| American Funds 2035 Target Date R6 # | — | — | — | $1.5M | 6.0% | |
| Vanguard Balanced Index Adm # | — | — | — | $1.5M | 5.9% | |
| PUTNAM STABLE VALUE FUND 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 002 | Common Collective Trust | — | — | $1.4M | 5.5% | |
| JPMorgan Large Cap Growth R6 # | — | — | — | $1.1M | 4.5% | |
| American Funds Mid Cap Value - R6 # | — | — | — | $759K | 3.1% | |
| Vanguard International Growth Adm # | — | — | — | $730K | 2.9% | |
| Vanguard Small Cap Index Adm # | — | — | — | $487K | 2.0% | |
| Hartford Core Equity Fund R6 # | — | — | — | $442K | 1.8% | |
| Fidelity Mid Cap Index Instl Prem # | — | — | — | $407K | 1.6% | |
| Participant Loans Interest rates at 4.25% to 9.50% 0 | — | — | — | $380K | 1.5% | |
| American Funds 2025 Target Date R6 # | — | — | — | $373K | 1.5% | |
| Baird Aggregate Bond Inst # | — | — | — | $364K | 1.5% | |
| JPMorgan Equity Income Fund R6 # | — | — | — | $336K | 1.4% | |
| American Funds 2040 Target Date R6 # | — | — | — | $277K | 1.1% | |
| American Funds 2050 Target Date R6 # | — | — | — | $248K | 1.0% | |
| Janus Henderson Small Cap Value Fund N Shares # | — | — | — | $232K | 0.9% | |
| BlackRock Mid Cap Grw Eqty-K # | — | — | — | $216K | 0.9% | |
| MFS Intl Diversification R6 # | — | — | — | $210K | 0.8% | |
| American Funds 2065 Target Date R6 # | — | — | — | $175K | 0.7% | |
| American Funds 2015 Target Date R6 # | — | — | — | $126K | 0.5% | |
| American Funds 2060 Target Date R6 # | — | — | — | $116K | 0.5% | |
| DFA International Real Estate Sec I # | — | — | — | $48K | 0.2% | |
| American Funds 2020 Target Date R6 # | — | — | — | $43K | 0.2% | |
| DFA Inflation-Protected Securities I # | — | — | — | $37K | 0.2% | |
| American Funds 2030 Target Date R6 # | — | — | — | $25K | 0.1% | |
| PIMCO International Bond (USD-Hdg) Instl # | — | — | — | $24K | <0.1% |
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