# Fidelis Cybersecurity, INC. 401(k) Plan
Source: https://planprovider.pro/companies/fidelis-cybersecurity-inc-401k-plan

> Fidelis Cybersecurity, INC.'s 401(k) plan: 87 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/creative-planning) — INVESTMENT ADVISORY - PL

- [TRANSAMERICA LIFE INSURANCE COMPANY](https://planprovider.pro/provider/transamerica) — 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|

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