The Fidelis Group INC. DC Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: The Fidelis Group INC.
  • Sponsor EIN: 471712909
  • Sponsor Address: 921 LAKERIDGE WAY SW, OLYMPIA, WA, 98502
  • Plan Type: DC
  • Plan Number: 001
  • Total Participants: 12
  • Total Assets: $450,793

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: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202312$450,793$0$0
202210$450,212$0$0
20219$362,984$0$0

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