Plan Snapshot
- Plan Sponsor: Fidelis Cybersecurity, INC.
- Sponsor EIN: 320013542
- Sponsor Address: 4500 EAST WEST HWY-STE 400, BETHESDA, MD, 20814
- Plan Type: 401(k)
- Total Participants: 87
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 87 | $6.4M | $0 | $0 |
| 2023 | 87 | $9.8M | $212,619 | $802,878 |
| 2022 | 210 | $20.4M | $775,320 | $2.1M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CREATIVE PLANNING | INVESTMENT ADVISORY - PL | $15,920 | — | $15,920 |
| TRANSAMERICA LIFE INSURANCE COMPANY | RECORDKEEPER | $12,927 | — | $12,927 |
| COHNREZNICK'S | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CREATIVE PLANNING — INVESTMENT ADVISORY - PL
- TRANSAMERICA LIFE INSURANCE COMPANY — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,847
- Estimated Expense Ratio: 0.448% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $62,678 | — | $62,678 | — | — |
| 2023 | $131,724 | — | $131,724 | — | — |
| 2022 | $10,705 | — | — | — | $10,705 |