Fidelity Advantage 401(K) — Form 5500 plan (Fidelity Workplace Services LLC)
Plain-English plan 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, Fidelity Advantage 401(K) is a benefit plan reported by Fidelity Workplace Services LLC under EIN 04-3532603 and plan number 001. The latest loaded filing year is 2023. The filing reports 6,048 participants and $84,748,401 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$84.7MPlan net assets, end of year$84,748,401
Participants6KCovered participants reported6,048
Assets / participant$14KComputed: assets ÷ participants$14,013 (computed)
Provider compensation$647K1 Schedule C provider row(s)$646,982
- Plan sponsor
- Fidelity Workplace Services LLC
- EIN
- 04-3532603
- Plan number
- 001
- Plan type
- 3
- Location
- Boston, MA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 6,048 | H, C | 20241011125323NAL0021889857001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$84.7M total assets
Net assets$84.7MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $84,748,401
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $84,748,401
- Net assets (BOY)
- $26,382,428
Income & contributions
- Employer contributions
- $14,092,872
- Participant contributions
- $31,951,276
- Total contributions
- $59,441,006
- Total income / additions
- $69,028,649
Expenses & distributions
- Benefits paid
- $5,276,378
- Administrative expenses
- $646,988
- Total expenses
- $6,008,437
- Net increase / (decrease)
- $63,020,212
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
31%69%
Employer 31%Participant 69%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income8%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Workplace Services | PLAN ADMINISTRATOR | $646,982 | $0 | 2023 |