# Fidelity Bank & Trust DC Plan
Source: https://planprovider.pro/companies/fidelity-bank-trust-plan-002

> Fidelity Bank & Trust's DC plan: 228 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Fidelity Bank & Trust

- **Sponsor EIN:** 420388390

- **Sponsor Address:** PO BOX 277, DYERSVILLE, IA, 52040

- **Plan Type:** DC

- **Total Participants:** 228

- **Total Assets:** $9.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|228|$9.5M|$950,964|$0|

| 2023|235|$9.1M|$957,380|$0|

| 2022|226|$8.8M|$857,803|$0|

## 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|

| BAC CPA LLC|Auditor|$7,250|—|$7,250|

### Verified Provider Profiles

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

- [BAC CPA LLC](https://planprovider.pro/provider/bac-cpa-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,250

- **Estimated Expense Ratio:** 0.077% 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|$17,790|—|—|$7,250|—|

| 2023|$11,548|—|—|$5,000|—|

| 2022|$14,480|—|—|—|—|

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