# Fidelity Workplace Services LLC 401(k) Plan
Source: https://planprovider.pro/companies/fidelity-workplace-services-llc-401k-plan

> Fidelity Workplace Services LLC's 401(k) plan: 13,825 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pricewaterhousecoopers-llp) — 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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/fidelity-workplace-services-llc-401k-plan)

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