Plan Ledger DOL Form 5500 · updated monthly

Fidelity International Resource Management, IncProfit-sharing plan

FIDELITY INTERNATIONAL RESOURCE MANAGEMENT, INC RETIREMENT SAVINGS PLAN · JACKSONVILLE, FL · plan year 2024

Reported admin expense ratio · 2024
0.01%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Fidelity International Resource Management, Inc reported $750 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,129 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.013% to 0.010%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Florida (2,029th of 3,644), and 4,178th of 4,798 in finance & insurance. In 2024, employees put in $2.78 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$7,920,153
Participants with balances119
Active participants97
Employer contributions$109,559
Employee contributions$304,723
Employer contribution per active participant$1,129
Average account balance$66,556
Plan auditUnmodified (clean) audit opinion
AuditorBARNES DENNING & CO. LTD
Plan history3
Yearassets · accounts · employer contribution
2024$7.9M · 119 accts · $110K emplr
2023$6.9M · 122 accts · $115K emplr
2022$5.8M · 121 accts · $111K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$750
Total administrative$750
Employer contributions to the Fidelity International Resource Management, Inc plan · 2024
Employer contribution per active participant$1,129
Median for plans this size$1,313
2024$1,129 per active participant
2023$1,080 per active participant
2022$1,057 per active participant

Fidelity International Resource Management, Inc's 2024 employer contribution ran below the $1,313 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
BPPR - POPULAR FIDUCIARY SERVICES · Trustee$750

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$750 · 0.01%
2023$3,755 · 0.06%
2022$875 · 0.01%
Similar plansFinance & Insurance · Florida
Dane Street, LLC FL$7.7M · 0.79%
Safepoint Mga, LLC FL$7.6M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 710708817 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.