Plan Snapshot
- Plan Sponsor: Fidelity International Resource Management, INC
- Sponsor EIN: 710708817
- Sponsor Address: 347 RIVERSIDE AVENUE, JACKSONVILLE, FL, 32202
- Plan Type: DC
- Total Participants: 97
- Total Assets: $7.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 97 | $7.9M | $109,559 | $304,723 |
| 2023 | 106 | $6.9M | $114,512 | $323,694 |
| 2022 | 105 | $5.8M | $110,958 | $315,325 |
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 |
|---|---|---|---|---|
| BARNES DENNING & CO. LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BARNES DENNING & CO. LTD — 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 | $750 | — | $750 | — | — |
| 2023 | $3,755 | — | $3,755 | — | — |
| 2022 | $875 | — | $875 | — | — |