Plan Ledger DOL Form 5500 · updated monthly

Fidelity Technologies Corporation401(k)

FIDELITY TECHNOLOGIES CORPORATION EMPLOYEES SAVINGS AND PROTECTION PLAN · READING, PA · plan year 2024

Reported admin expense ratio · 2024
0.41%

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

Fidelity Technologies Corporation reported $207,220 in plan administrative expenses for 2024: 0.41% of average plan assets, higher than ~90% of peers. Employer contributions averaged $3,320 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 3 years on file its reported administrative ratio has held roughly steady near 0.406%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other manufacturing employers. By assets it is the 710th-largest of 3,651 plans among Pennsylvania employers on file, and the 2,857th of 13,661 in manufacturing. In 2024, employees put in $2.51 for every $1.00 the employer contributed; active participation has grown from 645 to 805 since 2022.

Plan summary
Net assets, end of year$57,230,815
Participants with balances673
Active participants805
Employer contributions$2,672,783
Employee contributions$6,721,564
Employer contribution per active participant$3,320
Average account balance$85,038
Benefits paid to participants$5,627,578
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$57.2M · 673 accts · $2.7M emplr
2023$44.7M · 711 accts · $1.8M emplr
2022$30.1M · 508 accts · $707K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$197,870
Audit (IQPA)$9,350
Total administrative$207,220
The Fidelity Technologies Corporation 401(k) match · 2024
Employer contribution per active participant$3,320
Median for plans this size$3,635
2024$3,320 per active participant
2023$1,912 per active participant
2022$1,096 per active participant

Fidelity Technologies Corporation's 2024 employer contribution ran below the $3,635 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 · 20245
PRINCIPAL LIFE INSURANCE COMPANY · Contract administrator · Loan processing$197,869
MAILLIE LLP · Accounting / audit$9,350
AMERITAS ADVISORY SERVICES, LLC · Investment advisory (plan)indirect comp
MORNINGSTAR INVESTMENT MANAGEMENT L · Investment advisory (participants)indirect comp
WILSHIRE ADVISORS LLC · Investment advisory (plan)indirect comp

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$207,220 · 0.41%
2023$133,749 · 0.36%
2022$126,704 · 0.41%
Same employer
Similar plansManufacturing · Pennsylvania
Jep Management, Inc. PA$58.3M · 0.05%
Paperworks Industries, Inc. PA$57.5M · 0.08%
McLanahan Corporation PA$57.4M · 0.05%
Greenleaf Corporation PA$56.6M · 0.18%
Lamtec Corporation PA$56.3M · 0.06%
Cleaveland/Price, Inc. PA$54.6M · 0.27%

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Source: U.S. Department of Labor, Form 5500 series, EIN 232492166 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.