Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOHN T. FIELDS & ASSOCIATES, LLC
EIN 74-3149516legal servicesLatest filing 2024
Plans
2
Retirement
2
$76K assets
Welfare
0
Participants
2
200 S EXECUTIVE DR - BROOKFIELD, WI 53005262-782-8322pitbull-lawyer.comLinkedIn1-10 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $76K assets / 2 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
JOHN T. FIELDS & ASSOCIATES PENSION PLAN
CashBalance
Assets$76K
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOHN T. FIELDS & ASSOCIATES, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$216
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | JOHN T. FIELDS & ASSOCIATES PENSION PLAN | CashBalance | $76K | 1 | 2024 | |
| 003 | JOHN T. FIELDS & ASSOCIATES, LLC PROFIT SHARING PLAN | ProfitSharing | $216 | 1 | 2024 |
Retirement plans