How big is Fieldguide Financial, LLC's plan?

Fieldguide Financial, LLC's plan reported $9K in assets and 3 participants for 2024.

Original filing (PDF)20250929130701NAL0012202800001

Fieldguide Financial, LLC

Name: Fieldguide Financial, LLC — Fieldguide Financial LLC, Form 5500 (2024)
Creator: Fieldguide Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fieldguide Financial LLC 401(k) Plan

401(k) retirement plan · Fieldguide Financial, LLC's Fieldguide Financial LLC 401(k) Plan held $9K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

Plan identifiers

Fieldguide Financial, LLC's EIN is 99-1494686.

EIN 99-1494686

Plan number 001

Plan year 2024

ACK ID 20250929130701NAL0012202800001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Fieldguide Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Fieldguide Financial, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Vendor & structure

100

Helping the score