Employers › Federal Express › plan 008
Recordkeeping fees per participant · Fedex Corporation Retirement Savings Plan for Puerto Rico · plan year 2024
$2.60
Higher than 3% of the 5,847 plans $50 to 250M that report it.
= $1,580 / 608
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014164941NAL0003444481001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014164941NAL0003444481001, received 2025-10-14
Percentiles compare this plan with the Schedule H plans $50 to 250M 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
$3.01
Higher than 2% of the 8,758 plans $50 to 250M that report it.
= $1,830 / 608
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014164941NAL0003444481001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014164941NAL0003444481001, received 2025-10-14
Administrative expenses per participant
$3.01
Higher than 1% of the 9,042 plans $50 to 250M that report it.
= $1,830 / 608
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014164941NAL0003444481001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014164941NAL0003444481001, received 2025-10-14
Administrative expenses as a share of assets
0.003%
Higher than 2% of the 9,049 plans $50 to 250M that report it.
= $1,830 / $55,518,942
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014164941NAL0003444481001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014164941NAL0003444481001, received 2025-10-14
Employer contributions per participant
$1,500
Higher than 20% of the 9,105 plans $50 to 250M that report it.
= $911,932 / 608
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014164941NAL0003444481001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014164941NAL0003444481001, received 2025-10-14
Employer share of total contributions
32.0%
Higher than 58% of the 9,112 plans $50 to 250M that report it.
= $911,932 / $2,847,320
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014164941NAL0003444481001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014164941NAL0003444481001, received 2025-10-14
1.7% 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 $11 ($3.03 per participant including the plan's own Schedule H). Benchmarks and percentiles use the plan's own Schedule H only.
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) · 3C · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251014164941NAL0003444481001, received 2025-10-14
| Field | Value | Source |
|---|---|---|
| Plan sponsor | FEDERAL EXPRESS CORPORATION | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Plan name | FEDEX CORPORATION RETIREMENT SAVINGS PLAN FOR PUERTO RICO | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Sponsor EIN / plan number | 71-0427007 / 008 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Sponsor location | COLLIERVILLE, TN | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Industry (business code) | 481000, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014164941NAL0003444481001, 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 20251014164941NAL0003444481001, received 2025-10-14 |
| Filing received | 2025-10-14 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Participants, beginning of year | 632 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Active participants | 523 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Participants, end of year | 637 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Participants with an account balance | 608 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Total assets, beginning of year | $51,349,254 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Total assets, end of year | $55,518,942 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Net assets, end of year | $55,518,942 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Total income | $9,042,254 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Net income | $4,169,688 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Employer contributions | $911,932 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Participant contributions | $1,935,388 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Total contributions | $2,847,320 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Benefit payments | $4,861,399 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Total expenses (incl. benefit payments) | $4,872,566 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Total administrative expenses | $1,830 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Recordkeeping fees | $1,580 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Administrative expenses excluding investment management | $1,830 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Held in master trusts | $953,765 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Held in common/collective trusts | $17,234,186 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Held in mutual funds | $36,064,112 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014164941NAL0003444481001, received 2025-10-14 |
| Independent auditor | ERNST & YOUNG, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014164941NAL0003444481001, received 2025-10-14 |
Position = column in the DOL layout for form year 2024. Filing 20251014164941NAL0003444481001, received 2025-10-14.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| VANGUARD GROUP INC.recordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 33 Securities brokerage; 52 Investment management fees paid indirectly by plan; 16 Consulting (general); 37 Participant loan processing; 28 Investment management; 50 Direct payment from the plan | $4,880 | 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 20251014164941NAL0003444481001, received 2025-10-14.
FEDEX STOCK FUND MASTER TRUST (EIN 883493140, PN 001): plan interest $481,550, 0.2% of the trust. The trust's own filing (20251014154842NAL0003200993001, received 2025-10-14) reports net assets $211,177,799, administrative expenses $0, recordkeeping fees not reported, investment management fees not reported and 0 Schedule C providers.
FEDEX INTERNATIONAL ACTIVE EQUITY F (EIN 883518257, PN 001): plan interest $472,215, 0.1% 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.
| Provider (trust level) | Service codes | Paid by the trust | Allocated to this plan |
|---|---|---|---|
| NORTHERN TRUST | 19 | $10,028 | $11 |
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 | $51,349,254 | $55,518,942 | 8.1% |
| Participants with a balance | 600 | 608 | 1.3% |
| Administrative expenses | $7,718 | $1,830 | -76.3% |
| Recordkeeping fees per participant | $2.49 | $2.60 | 4.3% |
| Employer contributions | $850,678 | $911,932 | 7.2% |
Prior filing 20241015132706NAL0014716947001, received 2024-10-15; the plan years are contiguous.