Retirement plan

FIELDSTONE AUTO REPAIR INC. 401(K) PLAN

Name: FIELDSTONE AUTO REPAIR INC - FIELDSTONE AUTO REPAIR INC. 401(K) PLAN (2025) Form 5500
Creator: FIELDSTONE AUTO REPAIR INC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, FIELDSTONE AUTO REPAIR INC. 401(K) PLAN, FIELDSTONE AUTO REPAIR INC

FIELDSTONE AUTO REPAIR INCEIN 84-3853273Plan #001PY 2025

153 SMITH TRANSPORT ROAD - ROARING SPRING, PA 16673814-729-7015

Prospect flagsLow participation

How to read this page

Total assets (EOY)

$138K

+32.1% from 2024

Total participants

+9.1% from 2024

Average account balance

$23,020

+32.1% from 2024

Annual return

15.18%

-5.01 pp from 2024

Benchmarks

See 17,085 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants<25

Cohort17,085 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$138K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$23K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

50.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$18K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$1K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.18%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$190

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2H2J3D2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2H
Partial participant-directed account plan
Participants have the opportunity to direct the investment of a portion of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

OpportunityLow participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.

Expense breakdown

Schedule H Part II

Admin total

$1K

$95 / participant

Other / not subdivided$1K100.0%

% of EOY assets

0.827%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$23,020

$114,013-79.8%

$103,693-77.8%

$155,188-85.2%

Participation rate

50.0%

75.2%-25.2pp

72.6%-22.6pp

80.8%-30.8pp

Annual return

15.18%

49.31%-34.1pp

47.61%-32.4pp

148.84%-133.7pp

Employer contribution / active EE

$364

$3,131-88.4%

$2,920-87.5%

$4,248-91.4%

Participant deferral / active EE

$1,107

$4,970-77.7%

$4,579-75.8%

$6,531-83.0%

Admin fee / account holder

$190

$8,407-97.7%

$7,858-97.6%

$14,480-98.7%

FIELDSTONE AUTO REPAIR INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

FIELDSTONE AUTO REPAIR INC. 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion