Original filing (PDF)20251009100910NAL0010730192001

FIDELITY WORKPLACE SERVICES LLC

Name: FIDELITY WORKPLACE SERVICES LLC — FIDELITY ADVANTAGE 401(K), Form 5500 (2024)
Creator: FIDELITY WORKPLACE SERVICES LLC

Form 5500

FILING_RECEIVED

FIDELITY ADVANTAGE 401(K)

401(k) retirement plan

Signals · 3

Late participant contributions27% in single holdingCorrective distributions issued

Active participants

13,825

Accounts w/ balance

8,425

Plan assets (EOY)

$184.6M

Net assets (EOY)

$184.6M

How this plan invests

This plan

20 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

/ 100

Grade D

Below-average — multiple flags

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDELITY WORKPLACE SERVICES LLC.

Plan sponsor

Name

FIDELITY WORKPLACE SERVICES LLC

EIN

04-3532603

Address

88 BLACK FALCON AVENUE · SUITE 167 · BOSTON, MA · 02110

Phone

(800) 835-5097

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2W · Pooled employer plan (PEP)

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2E · Profit-sharing

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY WORKPLACE SERVICES	04-3532603	—	PLAN ADMINISTRATOR	$1.3M	—

Investments

20 direct securities· $183.0M(99% of reported assets)

Other securities

$178.9M

19 holdings

Cash / Money Market

$4.1M

1 holding

					% of plan
Fidelity Flex® 500 Index Fund (FDFIX) Mutual Fund	Other securities	—	—	$49.1M	26.6%
Fidelity Flex® Freedom Blend 2045 Fund Mutual Fund	Other securities	—	—	$18.4M	10.0%
Fidelity Flex® Freedom Blend 2040 Fund Mutual Fund	Other securities	—	—	$16.6M	9.0%
Fidelity Flex® Freedom Blend 2035 Fund Mutual Fund	Other securities	—	—	$16.0M	8.7%
Fidelity Flex® Freedom Blend 2050 Fund Mutual Fund	Other securities	—	—	$15.2M	8.2%
Fidelity Flex® Freedom Blend 2055 Fund Mutual Fund	Other securities	—	—	$12.9M	7.0%
Fidelity Flex® Freedom Blend 2030 Fund Mutual Fund	Other securities	—	—	$9.5M	5.2%
Fidelity Flex® Freedom Blend 2060 Fund Mutual Fund	Other securities	—	—	$8.9M	4.8%
Fidelity Flex® Mid Cap Index Fund (FLAPX) Mutual Fund	Other securities	—	—	$7.3M	3.9%
Fidelity Flex® Freedom Blend 2065 Fund Mutual Fund	Other securities	—	—	$6.8M	3.7%
Fidelity Flex® Small Cap Index Fund (FLXSX) Mutual Fund	Other securities	—	—	$5.1M	2.7%
Fidelity Flex® International Index Fund (FITFX) Mutual Fund	Other securities	—	—	$4.8M	2.6%
Fidelity Flex® Freedom Blend 2025 Fund Mutual Fund	Other securities	—	—	$4.5M	2.4%
Fidelity Flex® Government Money Market Fund (FLGXX) Mutual Fund	Cash / Money Market	—	—	$4.1M	2.2%
Fidelity Flex® US Bond Index Fund (FIBUX) Mutual Fund	Other securities	—	—	$2.1M	1.1%
Fidelity Flex® Freedom Blend 2020 Fund Mutual Fund	Other securities	—	—	$884K	0.5%
Fidelity Flex® Freedom Blend Income Fund Mutual Fund	Other securities	—	—	$526K	0.3%
Fidelity Flex® Freedom Blend 2015 Fund Mutual Fund	Other securities	—	—	$134K	<0.1%
Fidelity Flex® Freedom Blend 2010 Fund Mutual Fund	Other securities	—	—	$113K	<0.1%
Fidelity Flex® Freedom Blend 2070 Fund Mutual Fund	Other securities	—	—	$57K	<0.1%