Plan Snapshot
- Plan Sponsor: Fmr LLC
- Sponsor EIN: 043532603
- Sponsor Address: 245 SUMMER STREET V4E, BOSTON, MA, 02210
- Plan Type: 401(k)
- Plan Number: 506
- Total Participants: 67,597
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 67,597 | $0 | $0 | $0 |
| 2023 | 65,332 | $0 | $0 | $0 |
| 2022 | 59,680 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| UNITED HEALTH CARE INSURANCE CO | Recordkeeper | $24,814,082 | — | $24,814,082 |
| LYRA CLINICAL ASSOCIATES, P.C. | Recordkeeper | $12,643,264 | — | $12,643,264 |
| EYEMED | Recordkeeper | $9,672,924 | — | $9,672,924 |
| CROSSOVER HEALTH GROUP APC | Recordkeeper | $9,236,455 | — | $9,236,455 |
| PREMISE HEALTH EMPLOYER SOLUTIONS | Recordkeeper | $4,041,383 | — | $4,041,383 |
| METROPOLITAN LIFE INSURANCE COMPANY | Recordkeeper | $2,973,249 | — | $2,973,249 |
| CVS CAREMARK | Recordkeeper | $1,586,688 | — | $1,586,688 |
| LYRA HEALTH, INC. | Recordkeeper | $1,257,199 | — | $1,257,199 |
| FOLX HEALTH INC | Recordkeeper | $250,000 | — | $250,000 |
| OPTUMHEALTH CARE SOLUTIONS, LLC | Recordkeeper | $20,584 | — | $20,584 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $66,495,828
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 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |