2023 Form 5500 filing — Fidelity Advantage 401(K)
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241011125323NAL0021889857001) for Fidelity Advantage 401(K), reported by Fidelity Workplace Services LLC under EIN 04-3532603 and plan number 001. It reports 6,048 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 3 · 2023
Filing snapshot
Net assets (EOY)$84.7MReported net assets$84,748,401
Participants6K6,048
Provider compensation$647K1 Schedule C row(s)$646,982
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20241011125323NAL0021889857001
- Plan sponsor
- Fidelity Workplace Services LLC
- EIN
- 04-3532603
- Plan number
- 001
- Location
- Boston, MA
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$84.7M total assets
Net assets$84.7MLiabilities$0
Full reported line items
- Total assets (EOY)
- $84,748,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,748,401
- Employer contributions
- $14,092,872
- Participant contributions
- $31,951,276
- Total income / additions
- $69,028,649
- Benefits paid
- $5,276,378
- Administrative expenses
- $646,988
- Total expenses
- $6,008,437
- Net increase / (decrease)
- $63,020,212
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Workplace Services | PLAN ADMINISTRATOR | $646,982 | $0 |