Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIDELIS INVESTORS LLC
EIN 84-4201176financial servicesLatest filing 2025
Plans
2
Retirement
2
$2.9M assets
Welfare
0
Participants
36
25 COMMERCE DRIVE, SUITE 330 - CRANFORD, NJ 07016646-599-7791fidelis-investors.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.9M assets / 36 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#001
FIDELIS INVESTORS LLC 401(K) PLAN
401k
Assets$2.0M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
FIDELIS INVESTORS LLC CASH BALANCE PLAN
CashBalance
Assets$865K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FIDELIS INVESTORS LLC 401(K) PLAN | 401k | $2.0M | 24 | 2025 | |
| 002 | FIDELIS INVESTORS LLC CASH BALANCE PLAN | CashBalance | $865K | 12 | 2025 |
Retirement plans