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401(k) Retirement Plan · Active

FIDELITY ADVANTAGE 401(K)

FIDELITY WORKPLACE SERVICES LLC·EIN 043532603
88 BLACK FALCON AVENUE · BOSTON, MA 02110
Plan year
2024
Plan #
001
Industry
Filing ACK
202510091009…
Prospect flagsFailed to transmit contributionsCorrective distributions

Summary metrics

Total assets (EOY)
$184.6M
$21,907 per participant
Active participants
14,959
92.5% participation
Participation rate
92.5%
71st percentile
Annual return
41.71%
71st percentile
Admin expense
0.76%
% of assets
Flag timeline

Issue history by plan year

Tripped years: 3Watched years: 0
Section 02

How this plan compares

Peer groupIndustry52, Assets$100M-$500M, Participants>=10,000, Snapshot2024
  • Participant contribution
    $3,99243rd pctile
  • Employer contribution
    $1,717100th pctile
  • Participation rate
    92.5%71st pctile
  • Assets per participant
    $21,90729th pctile
  • Expense efficiency
    $9443rd pctile
  • Annual return
    41.71%71st pctile
Overall peer rank

Averaged across 6 normalized metrics within the selected peer group.

Fee trend
Return trend
Section 03

10-year trajectory2021 - 2024

How plan year 2024 played out
Asset flow
+$99.82M
Start of year to end of year
Section 04

Asset composition

End-of-year allocation
Cash drag vs peers
Section 04

Service providers

Top 1 by compensation
ProviderService typeCompensation
FIDELITY WORKPLACE SERVICES
Service code 14
Plan Administrator
$1,300,779
Section 05

Plan features & details

Show features, contributions, expenses, fidelity bond & compliance
Pension benefit codes2F2G2W3D2J2K2T2E
Plan features
  • 2F
    ERISA section 404(c) plan
    This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
  • 2G
    Total participant-directed account plan
    Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
  • 2W
    Plan feature
  • 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.
  • 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.
  • 2K
    Code section 401(m) arrangement
    Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
  • 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.
  • 2E
    Profit-sharing
    Profit-sharing plan.
Contributions
Employer total$23,735,273
Participant total$55,182,537
Employer / P$1,717
Participant / P$3,992
Expenses
Admin expenses$1,300,788
Per participant$94.09
% of assets0.70%
Fidelity bond
Coverage amount$1,000,000
% of assets0.54%Below ERISA §412 10% minimum
Section 06

Other plans under this sponsor

Same EIN ·043532603
Plan #002$34,201,609,937
FIDELITY RETIREMENT SAVINGS PLAN