Recordkeeping fees per participant
not reported
Not reported on this filing.
Employers › FMR › plan 002
Fidelity Retirement Savings Plan
- Sponsor FMR
- Plan number 002
- Plan year 2024
- >$1B in assets
- single-employer
Total assets, end of year · 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.
Cost and contributions
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 features
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2R participant brokerage window · 2S pre-approved plan document · 2T default investment (QDIA) · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251010153157NAL0004375043001, received 2025-10-10
Full record, Fidelity Retirement Savings Plan
| Field | Value | Source |
|---|---|---|
| Plan sponsor | FMR LLC | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Plan name | FIDELITY RETIREMENT SAVINGS PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Sponsor EIN / plan number | 04-3532603 / 002 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Sponsor location | BOSTON, MA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Industry (business code) | 523900, Finance and insurance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Filing received | 2025-10-10 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Participants, beginning of year | 90,445 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Active participants | 68,838 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Participants, end of year | 93,003 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Participants with an account balance | 91,972 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Total assets, beginning of year | $28,649,852,331 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Total assets, end of year | $34,201,609,937 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Net assets, end of year | $34,201,609,937 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Total income | $7,249,790,828 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Net income | $5,551,757,606 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Employer contributions | $1,291,449,407 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Participant contributions | $760,248,320 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Other contributions (incl. rollovers) | $144,540,399 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Total contributions | $2,196,238,126 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Benefit payments | $1,680,284,924 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Total expenses (incl. benefit payments) | $1,698,033,222 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Total administrative expenses | $0 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Administrative expenses excluding investment management | $0 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Held in mutual funds | $33,164,728,871 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251010153157NAL0004375043001, received 2025-10-10 |
| Independent auditor | PRICEWATERHOUSE COOPERS | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251010153157NAL0004375043001, received 2025-10-10 |
Position = column in the DOL layout for form year 2024. Filing 20251010153157NAL0004375043001, received 2025-10-10.
Service providers paid directly by the plan
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FID INV INST OPS COrecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 50 Direct payment from the plan; 64 Recordkeeping fees; 65 Account maintenance fees; 71 Securities brokerage commissions and fees | $6,987 | yes |
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 20251010153157NAL0004375043001, received 2025-10-10.
What changed since the 2023 plan year
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $28,649,852,331 | $34,201,609,937 | 19.4% |
| Participants with a balance | 89,028 | 91,972 | 3.3% |
| Administrative expenses | $0 | $0 | |
| Recordkeeping fees per participant | not reported | not reported | |
| Employer contributions | $1,123,826,214 | $1,291,449,407 | 14.9% |
Prior filing 20241015133940NAL0016510467001, received 2024-10-15; the plan years are contiguous.