Feld Entertainment, Inc. 401(k) Review & Grade
Feld Entertainment, Inc. 401(k) Plan
Palmetto, FLArts, Entertainment & Recreation1,202 active participantsPlan year 2024
Estimate from the plan's Form 5500 filing · How we grade
$1,316Employer $ per active participant
$3,622Employee $ saved per active participant
0.13%Direct admin cost, % of plan assets
$96.2MNet plan assets, end of year
$94,517Average balance per account
Score breakdown
- Employer generosity31.5 / 5063th percentile for employer $ per participant
- Low cost16.9 / 2568th percentile for low admin cost vs. same-size plans
- Employee saving11.2 / 1575th percentile for employee $ per participant
- Plan features3 / 10Default investment
- Red-flag deductions-3 pts1 issue reported on the filing
Total score60 / 100 · Grade B
This plan vs. peers
Peers: Arts, Entertainment & Recreation plans with 500–2,499 active participants (225 plans).
| Measure | Percentile |
|---|---|
| Employer $ per participant | 63th |
| Lower admin cost | 68th |
| Employee saving | 75th |
| Peers that auto-enroll | 38% |
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Red flags from the filing
Corrective distributions: the plan refunded $316,791 in contributions, which usually means it failed annual nondiscrimination testing.
What to do if you're in this plan
- Feld Entertainment put in about $1,316 per active participant, more than the typical peer ($995). Contribute at least enough to collect the full match. Skipping it leaves part of your pay on the table.
- The filing shows total dollars, not the match formula. Ask HR for the Summary Plan Description so you know the exact match and vesting schedule.
- Fund expense ratios aren't in the filing. Look them up in your 404(a)(5) fee disclosure and favor low-cost index or target-date funds.
- Changing jobs? You can usually leave the money in the plan, move it to your new employer's plan, or roll it into an IRA. Don't cash out: you'd owe taxes and possibly a 10% penalty.
The raw numbers from the filing
| Employer contributions | $1,581,046 |
| Participant (employee) contributions | $4,351,771 |
| Other contributions (incl. rollovers in) | $419,985 |
| Administrative expenses paid from the plan | $114,029 |
| Investment advisory & management fees | $22,842 |
| Benefits paid out | $3,770,520 |
| Net assets, start / end of year | $81.8M / $96.2M |
| Active participants, start / end of year | 1,264 / 1,139 |
| Participants with account balances | 1,018 |
| Auto-enrollment (feature code 2S) | Not reported |
| Auditor | Accell CPA & Associates, P.A. |
Largest service providers (Schedule C)
| Empower Annuity Insurance Company O | $77,187 reported compensation |
| Merrill Lynch Pierce Fenner & Smith | $22,842 reported compensation |
| Accell CPA & Associates PA | $14,000 reported compensation |
Source: DOL EFAST2 Form 5500 filing, acknowledgment ID 20250801134951NAL0010167936001, received 2025-08-01, EIN 52-0996636, plan #001, plan year 2024-01-01 to 2024-12-31. Verify at efast.dol.gov.