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

> Fidelitone, LLC's 401(k) plan: 618 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fidelitone, LLC

- **Sponsor EIN:** 361616170

- **Sponsor Address:** 1260 KARL COURT, WAUCONDA, IL, 60084

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

- **Total Participants:** 618

- **Total Assets:** $19.6M

## 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|618|$19.6M|$611,484|$1.7M|

| 2023|703|$18.3M|$704,149|$2.0M|

| 2022|754|$15.1M|$651,393|$1.7M|

## 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|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — 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|$125,379|$34,984|$90,395|—|—|

| 2023|$123,159|$35,658|$87,501|—|—|

| 2022|$121,486|$34,310|$87,176|—|—|

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