Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › FMR
FMR 401(k)
- Finance and insurance
- Boston, MA
- EIN 04-3532603
- 2 plans with Schedule H financials
- Plan year 2024
- FMR LLC
Total assets, end of year · largest plan, Fidelity Retirement Savings Plan · plan year 2024
$34,201,609,937
91,972 participants with a balance. This filing reports no recordkeeping fee and no administrative expenses excluding investment management, so there is no headline cost figure.
Source
Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010153157NAL0004375043001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153157NAL0004375043001, received 2025-10-10
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 2025-10-10.
Largest plan, all six figures: Fidelity Retirement Savings Plan
Administrative expenses excluding investment management, per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 91,972
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010153157NAL0004375043001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153157NAL0004375043001, received 2025-10-10
Administrative expenses per participant
$0.00
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / 91,972
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010153157NAL0004375043001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153157NAL0004375043001, received 2025-10-10
Administrative expenses as a share of assets
0.000%
Fewer than 50 comparable plans report this figure; no percentile.
Source
= $0 / $34,201,609,937
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010153157NAL0004375043001, received 2025-10-10
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010153157NAL0004375043001, received 2025-10-10
Employer contributions per participant
$14,042
Higher than 97% of the 1,135 plans over $1B that report it.
Source
= $1,291,449,407 / 91,972
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010153157NAL0004375043001, received 2025-10-10
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153157NAL0004375043001, received 2025-10-10
Employer share of total contributions
58.8%
Higher than 97% of the 1,135 plans over $1B that report it.
Source
= $1,291,449,407 / $2,196,238,126
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010153157NAL0004375043001, received 2025-10-10
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010153157NAL0004375043001, received 2025-10-10
Plan terms, as stated in FMR LLC's SEC filings
Plan terms are not published in public filings.
Plans sponsored
| Plan | Assets | Participants with a balance | Headline | Year |
|---|---|---|---|---|
| Fidelity Retirement Savings Plan | $34,201,609,937 | 91,972 | 2024 | |
| Fidelity Advantage 401(k) | $184,569,399 | 8,425 | $4.24 recordkeeping fees per participant | 2024 |
Alerts, claims and corrections
Sponsor name as filed: FMR LLC; SEC registrant: FMR LLC (CIK 315066, matched by EIN).