· 2022–2024 · DOL EFAST2

JOHN T. FIELDS & ASSOCIATES, LLC — JOHN T. FIELDS & ASSOCIATES, LLC PROFIT SHARING PLAN, Form 5500 (2024)

Original filing (PDF)20251010103201NAL0007524241001

JOHN T. FIELDS & ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

JOHN T. FIELDS & ASSOCIATES, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$216

Net assets (EOY)

$216

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

48

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JOHN T. FIELDS & ASSOCIATES, LLC.

Plan sponsor

Name

JOHN T. FIELDS & ASSOCIATES, LLC

EIN

74-3149516

Address

200 S EXECUTIVE DR · BROOKFIELD, WI · 53005

Phone

(262) 782-8322

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-10

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

LAW OFFICE OF BALDO GARZA

LAW OFFICE OF BALDO GARZA, 401(K) P/S PLAN

$215 · 5 participants

LEGANCE LLP 401(K) PROFIT SHARING PLAN & TRUST

LAW OFFICE OF MICHAEL J PONCE, INC.

LAW OFFICE OF MICHAEL J PONCE, INC. 401(K) P/S PLAN

$215 · 4 participants

AREVALO & ROMERO LLP

AREVALO & ROMERO LLP 401K

$220 · 10 participants

BOWER STEVENSON LLC

BOWER STEVENSON LLC SOCA BENEFIT PLAN

$232 · 2 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.