# Fidelity Technologies Corporation 401(k) Plan
Source: https://planprovider.pro/companies/fidelity-technologies-corporation-401k-plan

> Fidelity Technologies Corporation's 401(k) plan: 805 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/ameritas-retirement-plans) — INVESTMENT ADVISORY

- [MAILLIE LLP](https://planprovider.pro/provider/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|

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