Plan Ledger DOL Form 5500 · updated monthly

Fieldstone A&E, LLC401(k)

FIELDSTONE A&E, LLC 401(K) PLAN · AUBURN HILLS, MI · plan year 2024

Reported admin expense ratio · 2024
0.65%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Fieldstone A&E, LLC reported $38,363 in plan administrative expenses for 2024: 0.65% of average plan assets, above the peer median. Employer contributions averaged $2,466 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.30% to 0.65%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other professional & technical services employers. By assets it is among the smaller plans on file in Michigan (1,822nd of 2,619), and 9,103rd of 11,654 in professional & technical services. In 2024, employees put in $2.06 for every $1.00 the employer contributed; active participation has grown from 101 to 133 since 2022.

Plan summary
Net assets, end of year$6,777,264
Participants with balances143
Active participants133
Employer contributions$327,912
Employee contributions$675,490
Employer contribution per active participant$2,466
Average account balance$47,393
Benefits paid to participants$144,886
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$6.8M · 143 accts · $328K emplr
2023$5.0M · 119 accts · $251K emplr
2022$3.5M · 112 accts · $230K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$38,363
Total administrative$38,363
The Fieldstone A&E, LLC 401(k) match · 2024
Employer contribution per active participant$2,466
Median for plans this size$1,313
2024$2,466 per active participant
2023$2,241 per active participant
2022$2,279 per active participant

Fieldstone A&E, LLC's 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MORGAN STANLEY · Investment advisory (plan)$37,263
THE BENEFIT ADVANTAGE INC · Contract administrator$1,600
CAPITAL GROUP RETIREMENT PLAN SERVI$775

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$38,363 · 0.65%
2023$27,106 · 0.63%
2022$10,943 · 0.30%
Same employer
Similar plansProfessional & Technical Services · Michigan
Gs Engineering, Inc. MI$7.4M · 0.30%
Hour Media, LLC MI$7.3M · 0.00%
Asphalt Specialists, LLC MI$7.0M · 0.08%
Hcl Global Systems, Inc. MI$6.9M · 0.52%

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Source: U.S. Department of Labor, Form 5500 series, EIN 274082510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.