# Fidelitas, LLC 401(k) Plan
Source: https://planprovider.pro/companies/fidelitas-llc-401k-plan

> Fidelitas, LLC&#39;s 401(k) plan: 169 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fidelitas, LLC

- **Sponsor EIN:** 742957200

- **Sponsor Address:** PO BOX 1858, BOERNE, TX, 78006

- **Plan Type:** 401(k)

- **Total Participants:** 169

- **Total Assets:** $8.4M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|169|$8.4M|$319,201|$592,937|

| 2023|136|$8.6M|$298,228|$545,919|

| 2022|128|$7.1M|$278,725|$533,298|

## 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|

| HAYNIE & COMPANY|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HAYNIE & COMPANY](https://planprovider.pro/provider/haynie-and-company) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### 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|$33,239|—|—|—|—|

| 2023|$23,569|—|—|—|—|

| 2022|$24,423|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fidelitas-llc-401k-plan)

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