Original filing (PDF)20250701094002NAL0018320256001

FIDELITY PROPERTIES

Name: FIDELITY PROPERTIES — FIDELITY PROPERTIES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: FIDELITY PROPERTIES

Form 5500-SF

FILING_RECEIVED

FIDELITY PROPERTIES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDELITY PROPERTIES.

Plan sponsor

Name

FIDELITY PROPERTIES

EIN

34-1467305

Address

885 S. SAWBURG AVE. SUITE 103 · ALLIANCE, OH · 44601

Phone

(330) 821-9700

Industry

Admin Support & Waste Mgmtsee 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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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