Plan Snapshot
- Plan Sponsor: Fidelity Workplace Services LLC
- Sponsor EIN: 043532603
- Sponsor Address: 88 BLACK FALCON AVENUE, BOSTON, MA, 02110
- Plan Type: 401(k)
- Total Participants: 13,825
- Total Assets: $184.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 13,825 | $184.6M | $23.7M | $55.2M |
| 2023 | 8,955 | $84.7M | $14.1M | $32.0M |
| 2022 | 4,841 | $26.4M | $6.9M | $14.3M |
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 |
|---|---|---|---|---|
| FIDELITY WORKPLACE SERVICES | PLAN ADMINISTRATOR | $1,300,779 | — | $1,300,779 |
| PRICEWATERHOUSE COOPERS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEWATERHOUSE COOPERS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $1,300,779
- Estimated Expense Ratio: 0.705% 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 | $1,300,788 | — | $1,265,094 | — | — |
| 2023 | $646,988 | — | $603,029 | — | — |
| 2022 | $207,291 | — | — | — | — |