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Original filing (PDF)20251015103156NAL0002248819001
FIDELITY NATIONAL INFORMATION SERVICES, INC.
Form 5500
FILING_RECEIVED
FIDELITY NATIONAL INFORMATION SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
18,321
Accounts w/ balance
29,546
Plan assets (EOY)
$4.7B
Net assets (EOY)
$4.7B
How this plan invests
This plan
21 pooled trusts
Schedule D
23 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (3 bps vs 5 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIDELITY NATIONAL INFORMATION SERVICES, INC..
Plan sponsor
Name
FIDELITY NATIONAL INFORMATION SERVICES, INC.
EIN
37-1490331
Address
347 RIVERSIDE AVE. · JACKSONVILLE, FL · 32202
Phone
(904) 438-6007
Industry
Finance & Insurancesee all
Plan administrator
Name
JONATHAN HAYES
EIN
37-1490331
City
JACKSONVILLE, FL
Phone
(904) 438-6007
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-15
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
BARNES DENNIG
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $129K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $938K | — |
| NEWPORT GROUP CONSULTING, LLC | 27-2037969 | — | INVESTMENT ADVISOR | $227K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BARNES DENNIG | 31-1119890 | — | ACCOUNTANT/AUDITOR | $28K | — |
Legal counsel
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SMITH, GAMBRELL & RUSSELL, LLP | 58-0967450 | — | ATTORNEY/LEGAL | $21K | — |
Investments
8 direct securities · 21 pooled funds· $4.9B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$4.0B
21 holdings
Uncategorized
$843.0M
7 holdings
OTHER
$1.2M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| SS S&P 500 INDEX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 04-0025081 / PN 078 | Common Collective Trust | — | — | $666.7M | 14.3% | |
| VANGUARD TARGET 2030 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938065 / PN 001 | Common Collective Trust | — | — | $482.5M | 10.3% | |
| VANGUARD TARGET 2035 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941311 / PN 001 | Common Collective Trust | — | — | $453.0M | 9.7% | |
| [DFE: FIDELITY BLUE CHIP GROWTH COMMINGLED POOL (extraction pending)] | — | — | — | $452.5M | 9.7% | |
| FID BLUE CHP GR CP D FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $452.5M | 9.7% | |
| VANGUARD TARGET 2040 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6941351 / PN 001 | Common Collective Trust | — | — | $360.8M | 7.7% | |
| VANGUARD TARGET 2025 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6938034 / PN 001 | Common Collective Trust | — | — | $332.9M | 7.1% | |
| VANGUARD TARGET 2045 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944355 / PN 001 | Common Collective Trust | — | — | $234.8M | 5.0% | |
| VANG RET SVNG TR II VANGUARD FIDUCIARY TRUST COMPANY · EIN 45-5455475 / PN 023 | Common Collective Trust | — | — | $155.9M | 3.3% | |
| VFTC RET SAVINGS MASTER TRUST | — | — | $170.1M | $154.7M | 3.3% | |
| VANGUARD TARGET 2050 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6944390 / PN 001 | Common Collective Trust | — | — | $141.5M | 3.0% | |
| [DFE: STATE STREET RUSSELL SMALL MID CAP INDEX SECURITIES LENDING SERIES FUND CLASS II (extraction pending)] | — | — | — | $139.1M | 3.0% | |
| SS RSL SMMDCP IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 019 | Common Collective Trust | — | — | $139.1M | 3.0% | |
| VANGUARD TARGET 2020 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6935530 / PN 001 | Common Collective Trust | — | — | $125.7M | 2.7% | |
| MFS LARGE CAP VAL 4 MFS HERITAGE TRUST COMPANY · EIN 57-1187281 / PN 003 | Common Collective Trust | — | — | $118.7M | 2.5% | |
| VANGUARD TARGET 2055 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948719 / PN 001 | Common Collective Trust | — | — | $80.4M | 1.7% | |
| SS GACEQ EXUS IDX II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 444 | Common Collective Trust | — | — | $72.8M | 1.6% | |
| VANGUARD TARGET INC VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6930815 / PN 001 | Common Collective Trust | — | — | $56.9M | 1.2% | |
| SS US BOND INDX XIV STATE STREET GLOBAL ADVISORS TRUST CO · EIN 90-0337987 / PN 477 | Common Collective Trust | — | — | $47.4M | 1.0% | |
| VANGUARD TARGET 2060 VANGUARD FIDUCIARY TRUST COMPANY · EIN 47-6948754 / PN 001 | Common Collective Trust | — | — | $44.1M | 0.9% | |
| WORLD DEVELOPED EX US INDEX SL SF C | — | — | — | $44.1M | 0.9% | |
| [DFE: STATE STREET U.S. INFLATION PROTECTED BOND INDEX SECURITIES LENDING SERIES FUND CLASS II (extraction pending)] | — | — | — | $23.9M | 0.5% | |
| SS US INFL PRO BD II STATE STREET GLOBAL ADVISORS TRUST CO · EIN 32-6528132 / PN 037 | Common Collective Trust | — | — | $23.9M | 0.5% | |
| DAILY MSCI EMG MKTS INDX SL FUND Z | — | — | — | $18.5M | 0.4% | |
| VANGUARD TARGET 2065 VANGUARD FIDUCIARY TRUST COMPANY · EIN 82-6200492 / PN 001 | Common Collective Trust | — | — | $17.2M | 0.4% | |
| GLOBAL SMALL CAP EQUITY EX-US SL SF | — | — | — | $10.2M | 0.2% | |
| OTHER | OTHER | — | $791K | $1.2M | <0.1% | |
| VANGUARD TARGET 2070 VANGUARD FIDUCIARY TRUST COMPANY · EIN 88-6095930 / PN 001 | Common Collective Trust | — | — | $519K | <0.1% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $0 | <0.1% |