Plan Snapshot
- Plan Sponsor: Fidelity National Information Services, INC.
- Sponsor EIN: 371490331
- Sponsor Address: 347 RIVERSIDE AVE., JACKSONVILLE, FL, 32202
- Plan Type: 401(k)
- Total Participants: 18,321
- Total Assets: $4.7B
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 18,321 | $4.7B | $60.0M | $193.4M |
| 2023 | 21,289 | $4.6B | $61.3M | $198.7M |
| 2022 | 22,816 | $4.0B | $62.2M | $195.9M |
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 |
|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | ADVISOR | $938,018 | — | $938,018 |
| NEWPORT GROUP CONSULTING, LLC | INVESTMENT ADVISOR | $226,957 | — | $226,957 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $128,962 | — | $128,962 |
| BARNES DENNIG | ACCOUNTANT/AUDITOR | $27,500 | — | $27,500 |
| SMITH, GAMBRELL & RUSSELL, LLP | ATTORNEY/LEGAL | $21,102 | — | $21,102 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STRATEGIC ADVISORS, INC. — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- BARNES DENNIG — ACCOUNTANT/AUDITOR
- SMITH, GAMBRELL & RUSSELL, LLP — ATTORNEY/LEGAL
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,342,539
- Estimated Expense Ratio: 0.029% 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 | $1,344,812 | $938,018 | $4,500 | $30,581 | — |
| 2023 | $1,264,646 | $933,428 | $11,400 | $43,165 | — |
| 2022 | $1,683,767 | — | — | — | — |