Plan Ledger DOL Form 5500 · updated monthly

Fieldwork, Inc.401(k)

FIELDWORK, INC. 401(K) AND PROFIT SHARING PLAN · CHICAGO, IL · plan year 2024

Reported admin expense ratio · 2024
0.51%

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

Fieldwork, Inc. reported $120,717 in plan administrative expenses for 2024: 0.51% of average plan assets, higher than ~75% of peers. Employer contributions averaged $907 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 1 year on file its reported administrative ratio rose from 0.23% to 0.51%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 1,498th-largest of 3,702 plans among Illinois employers on file, and the 4,803rd of 11,654 in professional & technical services. In 2024, employees put in $3.14 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$24,729,426
Participants with balances485
Active participants263
Employer contributions$238,502
Employee contributions$748,517
Employer contribution per active participant$907
Average account balance$50,989
Benefits paid to participants$2,025,837
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$24.7M · 485 accts · $239K emplr
2023$22.9M · 1,385 accts · $455K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$89,025
Trustee / custodial$6,552
Total administrative$120,717
The Fieldwork, Inc. 401(k) match · 2024
Employer contribution per active participant$907
Median for plans this size$2,416
2024$907 per active participant
2023$1,537 per active participant

Fieldwork, Inc.'s 2024 employer contribution ran below the $2,416 median for plans its size, in the bottom 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 · 20242
HOWARD SIMON & ASSOCIATES, INC. · Recordkeeping · Pension consulting$114,165
MATRIX TRUST COMPANY · Custodial · Custodial (securities)$6,552

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

Recordkeeper by year2
2024HOWARD SIMON & ASSOCIATES, INC.
2023HOWARD SIMON & ASSOCIATES, INC.

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history2
2024$120,717 · 0.51%
2023$50,139 · 0.23%
Similar plansProfessional & Technical Services · Illinois
Clean Air Engineering, Inc. IL$24.8M · 0.08%
Spaulding Ridge LLC IL$24.8M · 0.40%
Iron Galaxy Studios, LLC IL$24.7M · 0.36%
Shaker Advertising Agency IL$24.7M · 0.50%
Majorkey Technologies LLC IL$24.4M · 0.23%

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Source: U.S. Department of Labor, Form 5500 series, EIN 363328814 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.