Fidelis 401(k) Plan
Sponsored by Fidelis Cybersecurity, Inc. · EIN 320013542 · Plan #002
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 87
- With balances
- 108
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan) | $15,920 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $12,927 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,160 |