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Original filing (PDF)20251014165326NAL0001671251001
FEDEX OFFICE AND PRINT SERVICES, INC.
Form 5500
FILING_RECEIVED
FEDEX OFFICE AND PRINT SERVICES, INC. 401(K) RETIREMENT SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
13,295
Accounts w/ balance
20,115
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
19 pooled trusts
Schedule D
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FEDEX OFFICE AND PRINT SERVICES, INC..
Plan sponsor
Name
FEDEX OFFICE AND PRINT SERVICES, INC.
EIN
77-0433330
Address
7900 LEGACY DRIVE · PLANO, TX · 75024
Phone
(469) 980-3721
Industry
Retail Tradesee 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
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNST & YOUNG LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsTrustee
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VANGUARD GROUP INC. | 23-1945930 | — | TRUSTEE | $332K | — |
| VANGUARD ADVISERS INC. | 23-2811930 | — | TRUSTEE | $282K | — |
Investments
35 direct securities · 19 pooled funds· $1.5B(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
$1.0B
17 holdings
Uncategorized
$440.0M
35 holdings
Master Trust
$41.0M
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD INSTITUTIONAL 500 INDEX FD VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6327546 / PN 001 | Common Collective Trust | — | — | $283.8M | 20.0% | |
| Vanguard PRIMECAP Fund Admiral Shares Registered Investment Company | — | — | — | $103.0M | 7.2% | |
| Vanguard Wellington Fund Admiral Shares Registered Investment Company | — | — | — | $95.1M | 6.7% | |
| VANGUARD TARGET RETIREMENT 2035 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6568405 / PN 001 | Common Collective Trust | — | — | $86.8M | 6.1% | |
| Vanguard U.S. Bond Index Fund Common/Collective Trust | — | — | — | $79.5M | 5.6% | |
| VANGUARD INST TOTAL INTL STOCK MKT VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6317280 / PN 001 | Common Collective Trust | — | — | $79.5M | 5.6% | |
| VANGUARD TARGET RETIREMENT 2030 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6565712 / PN 001 | Common Collective Trust | — | — | $76.5M | 5.4% | |
| VANGUARD INST EXTENDED MARKET INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6324211 / PN 001 | Common Collective Trust | — | — | $73.5M | 5.2% | |
| Vanguard Windsor Fund Admiral Shares Registered Investment Company | — | — | — | $72.6M | 5.1% | |
| VANGUARD TARGET RETIREMENT 2040 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6572691 / PN 001 | Common Collective Trust | — | — | $69.4M | 4.9% | |
| VANGUARD TARGET RETIREMENT 2045 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6574391 / PN 001 | Common Collective Trust | — | — | $68.2M | 4.8% | |
| VANGUARD INST TOTAL BOND MKT INDEX VANGUARD FIDUCIARY TRUST COMPANY · EIN 81-6321044 / PN 001 | Common Collective Trust | — | — | $61.1M | 4.3% | |
| Vanguard Cash Reserves Federal MM Fund Admiral Shares Registered Investment Company | — | — | — | $47.7M | 3.4% | |
| VANGUARD TARGET RETIREMENT 2025 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6561512 / PN 001 | Common Collective Trust | — | — | $47.3M | 3.3% | |
| VANGUARD TARGET RETIREMENT 2050 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6579799 / PN 001 | Common Collective Trust | — | — | $47.0M | 3.3% | |
| FEDEX INTERNATIONAL ACTIVE EQUITY F FEDEX CORPORATION · EIN 88-3518257 / PN 001 | Master Trust | — | — | $34.4M | 2.4% | |
| VANGUARD TARGET RETIREMENT 2055 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6587002 / PN 001 | Common Collective Trust | — | — | $27.4M | 1.9% | |
| VANGUARD RETIREMENT SAVINGS TRT II VANGUARD FIDUCIARY TRUST COMPANY · EIN 23-2186884 / PN 023 | Common Collective Trust | — | — | $26.4M | 1.9% | |
| Participant Loans Interest rates range from 3.25% - 10% | — | — | — | $20.4M | 1.4% | |
| VANGUARD TARGET RETIREMENT INC TRUS VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6551878 / PN 001 | Common Collective Trust | — | — | $17.4M | 1.2% | |
| VANGUARD TARGET RETIREMENT 2020 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6557902 / PN 001 | Common Collective Trust | — | — | $17.1M | 1.2% | |
| VANGUARD TARGET RETIREMENT 2060 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6588737 / PN 001 | Common Collective Trust | — | — | $13.4M | 0.9% | |
| Vanguard Short-Term Inflation-Protected Sec. Idx Fund: Inst'l Shr Registered Investment Company | — | — | — | $12.6M | 0.9% | |
| VANGUARD TARGET RETIREMENT 2065 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 84-6590672 / PN 001 | Common Collective Trust | — | — | $9.1M | 0.6% | |
| FEDEX DIVERSIFIED BOND FUND FEDEX CORPORATION · EIN 87-2808374 / PN 001 | Master Trust | — | — | $6.6M | 0.5% | |
| Self directed Brokerage Account Other Investment | — | — | — | $6.4M | 0.4% | |
| VANGUARD TARGET RETIREMENT 2070 TRU VANGUARD FIDUCIARY TRUST COMPANY · EIN 87-7030296 / PN 001 | Common Collective Trust | — | — | $1.3M | <0.1% | |
| BlackRock Multi-Asset Income Portfolio; Institutional Shares Registered Investment Company | — | — | — | $1.3M | <0.1% | |
| The Vanguard Group U.S. Large Cap Equity Index Fund | — | — | — | $284K | <0.1% | |
| The Vanguard Group PRIMECAP Fund Admiral Shares | — | — | — | $103K | <0.1% | |
| The Vanguard Group Wellington Fund Admiral Shares | — | — | — | $95K | <0.1% | |
| The Vanguard Group Target Retirement 2035 Trust | — | — | — | $87K | <0.1% | |
| The Vanguard Group International Equity Index Fund | — | — | — | $79K | <0.1% | |
| The Vanguard Group Target Retirement 2030 Trust | — | — | — | $77K | <0.1% | |
| The Vanguard Group U.S. Small/Mid Cap Equity Index Fund | — | — | — | $74K | <0.1% | |
| The Vanguard Group Windsor Fund Admiral Shares | — | — | — | $73K | <0.1% | |
| The Vanguard Group Target Retirement 2040 Trust | — | — | — | $69K | <0.1% | |
| The Vanguard Group Target Retirement 2045 Trust | — | — | — | $68K | <0.1% | |
| The Vanguard Group U.S. Bond Index Fund | — | — | — | $61K | <0.1% | |
| The Vanguard Group Cash Reserves Federal Market Fund Admiral Shares | — | — | — | $48K | <0.1% | |
| The Vanguard Group Target Retirement 2025 Trust | — | — | — | $47K | <0.1% | |
| The Vanguard Group Target Retirement 2050 Trust | — | — | — | $47K | <0.1% | |
| The Vanguard Group Target Retirement 2055 Trust | — | — | — | $27K | <0.1% | |
| The Vanguard Group Retirement Savings Trust II | — | — | — | $26K | <0.1% | |
| Participant loans Interest rates range from 3.25% to 10.00% with various maturity dates | — | — | — | $21K | <0.1% | |
| The Vanguard Group Target Retirement Income Trust | — | — | — | $17K | <0.1% | |
| The Vanguard Group Target Retirement 2020 Trust | — | — | — | $17K | <0.1% | |
| The Vanguard Group Short-Term Inflation-Protected Securities Index Fund: Institutional Shares | — | — | — | $14K | <0.1% | |
| The Vanguard Group Target Retirement 2060 Trust | — | — | — | $13K | <0.1% | |
| The Vanguard Group Total International Bond Index Fund Instit Shr | — | — | — | $13K | <0.1% | |
| The Vanguard Group Target Retirement 2065 Trust | — | — | — | $9K | <0.1% | |
| The Vanguard Group Charles Schwab Brokerage Option | — | — | — | $6K | <0.1% | |
| The Vanguard Group Target Retirement 2070 Trust | — | — | — | $1K | <0.1% | |
| The Vanguard Group BlackRock Multi-Asset Income Portfolio; Institutional Shares | — | — | — | $1K | <0.1% |