Plan Snapshot
- Plan Sponsor: Fidelity Technologies Corporation
- Sponsor EIN: 232492166
- Sponsor Address: 2501 KUTZTOWN RD, READING, PA, 196052961
- Plan Type: 401(k)
- Total Participants: 805
- Total Assets: $57.2M
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 | 805 | $57.2M | $2.7M | $6.7M |
| 2023 | 925 | $44.7M | $1.8M | $4.8M |
| 2022 | 645 | $30.1M | $706,964 | $3.7M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $197,869 | — | $197,869 |
| AMERITAS ADVISORY SERVICES, LLC | INVESTMENT ADVISORY | — | $104,147 | $104,147 |
| MAILLIE LLP | ACCOUNTANT | $9,350 | — | $9,350 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- AMERITAS ADVISORY SERVICES, LLC — INVESTMENT ADVISORY
- MAILLIE LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $311,366
- Estimated Expense Ratio: 0.544% 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 | $207,220 | — | $197,870 | $9,350 | — |
| 2023 | $133,749 | — | $133,749 | — | — |
| 2022 | $126,704 | — | $108,881 | — | $17,823 |