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  2. THE FIELD FIRM, P.C.
Sponsor portfolio

THE FIELD FIRM, P.C.

EIN 42-1539565-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
2
Retirement
2
$696K assets
Welfare
0
Participants
4
1468 S. ST. FRANCIS DRIVE - SANTA FE, NM 875054038505-982-4901
Plans on this EIN
2 filings
#001TraditionalDB-$545K - 2 part#002401k-$150K - 2 part

Retirement portfolio analytics

2 plans aggregated / $696K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

78%top
  • FIRM, P.C. PENSION (#001)78%
  • PROFIT SHARING PLAN (#002)22%
Total $696KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • FIRM, P.C. PENSION (#001)2
  • PROFIT SHARING PLAN (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE FIELD FIRM, P.C. PENSION PLAN

TraditionalDB

Assets$545K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

THE FIELD FIRM, P.C. PROFIT SHARING PLAN

401k

Assets$150K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001THE FIELD FIRM, P.C. PENSION PLANTraditionalDB$545K22024
002THE FIELD FIRM, P.C. PROFIT SHARING PLAN401k$150K22024
Retirement plans
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