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Recordkeeping fees per participant · Fedex Office and Print Services, Inc. 401(k) Retirement Savings Plan · plan year 2024
$5.26
Higher than 8% of the 790 plans over $1B that report it.
= $105,727 / 20,115
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014165326NAL0001671251001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165326NAL0001671251001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans over $1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-14.
Administrative expenses excluding investment management, per participant
$12.47
Higher than 12% of the 1,045 plans over $1B that report it.
= $250,904 / 20,115
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014165326NAL0001671251001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165326NAL0001671251001, received 2025-10-14
Administrative expenses per participant
$26.47
Higher than 11% of the 1,076 plans over $1B that report it.
= $532,503 / 20,115
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014165326NAL0001671251001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165326NAL0001671251001, received 2025-10-14
Administrative expenses as a share of assets
0.037%
Higher than 40% of the 1,076 plans over $1B that report it.
= $532,503 / $1,421,158,765
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014165326NAL0001671251001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014165326NAL0001671251001, received 2025-10-14
Employer contributions per participant
$2,552
Higher than 29% of the 1,135 plans over $1B that report it.
= $51,336,636 / 20,115
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014165326NAL0001671251001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165326NAL0001671251001, received 2025-10-14
Employer share of total contributions
46.7%
Higher than 89% of the 1,135 plans over $1B that report it.
= $51,336,636 / $109,909,640
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014165326NAL0001671251001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014165326NAL0001671251001, received 2025-10-14
2.9% of this plan's assets are held in a master trust. Costs reported at the trust level and allocated by the plan's share: administrative expenses $7,298 ($26.84 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2T default investment (QDIA) · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014165326NAL0001671251001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | FEDEX OFFICE AND PRINT SERVICES, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Plan name | FEDEX OFFICE AND PRINT SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Sponsor EIN / plan number | 77-0433330 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Sponsor location | PLANO, TX | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Industry (business code) | 453990, Retail trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Participants, beginning of year | 20,735 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Active participants | 13,295 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Participants, end of year | 20,488 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Participants with an account balance | 20,115 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Total assets, beginning of year | $1,270,937,672 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Total assets, end of year | $1,421,158,765 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Net assets, end of year | $1,421,158,765 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Total income | $275,615,618 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Net income | $150,221,093 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Employer contributions | $51,336,636 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Participant contributions | $55,874,542 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Other contributions (incl. rollovers) | $2,698,462 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Total contributions | $109,909,640 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Benefit payments | $124,735,217 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $125,394,525 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Total administrative expenses | $532,503 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Recordkeeping fees | $105,727 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Investment advisory and management fees | $281,599 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Administrative expenses excluding investment management | $250,904 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Held in master trusts | $40,954,541 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Held in common/collective trusts | $1,005,091,290 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Held in mutual funds | $346,332,963 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014165326NAL0001671251001, received 2025-10-14 |
| Independent auditor | ERNST & YOUNG LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014165326NAL0001671251001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014165326NAL0001671251001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VANGUARD GROUP INC.recordkeeper | TRUSTEE | 15 Recordkeeping and information management; 25 Trustee (directed); 50 Direct payment from the plan; 16 Consulting (general); 33 Securities brokerage; 52 Investment management fees paid indirectly by plan; 21 Trustee (bank, trust company or similar); 37 Participant loan processing; 57 Redemption fees | $331,954 | yes |
| VANGUARD ADVISERS INC. | TRUSTEE | 26 Investment advisory (participants); 50 Direct payment from the plan | $281,599 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251014165326NAL0001671251001, received 2025-10-14.
FEDEX INTERNATIONAL ACTIVE EQUITY F (EIN 883518257, PN 001): plan interest $34,362,292, 8.0% of the trust. The trust's own filing (20251014155130NAL0003323617001, received 2025-10-14) reports net assets $430,017,767, administrative expenses $10,029, recordkeeping fees not reported, investment management fees not reported and 1 Schedule C providers.
FEDEX DIVERSIFIED BOND FUND (EIN 872808374, PN 001): plan interest $6,592,249, 7.0% of the trust. The trust's own filing (20251014155408NAL0006757874001, received 2025-10-14) reports net assets $94,320,718, administrative expenses $92,950, recordkeeping fees $10,028, investment management fees $79,530 and 3 Schedule C providers.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| BLACKROCK | 28 51 | $79,530 | $5,558 |
| NORTHERN TRUST | 19 | $10,028 | $801 |
| THE VANGUARD GROUP | 13 50 | $10,028 | $701 |
| NORTHERN TRUST | 19 50 | $3,392 | $237 |
Schedule D Part I of the plan's filing; the trust's Schedule H and Schedule C. Allocation = the plan's interest divided by the trust's net assets.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $1,270,937,672 | $1,421,158,765 | 11.8% |
| Participants with a balance | 20,327 | 20,115 | -1.0% |
| Administrative expenses | $400,362 | $532,503 | 33.0% |
| Recordkeeping fees per participant | $5.70 | $5.26 | -7.8% |
| Employer contributions | $49,911,772 | $51,336,636 | 2.9% |
Prior filing 20241015133013NAL0016493027001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: FEDEX OFFICE AND PRINT SERVICES, INC.; SEC registrant: FedEx Office & Print Services, Inc (CIK 1293525, matched by EIN).