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Original filing (PDF)20240314180344NAL0020918627001
FIS OPERATIONS, LLC
Form 5500
FILING_RECEIVED
FIS 401(K) PLAN
401(k) retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
27 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FIS OPERATIONS, LLC.
Plan sponsor
Name
FIS OPERATIONS, LLC
EIN
81-4613440
Address
2100 S UTICA AVE STE 200 · TULSA, OK · 94114
Phone
(918) 246-7100
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-05-31
Filed
2024-03-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
PENSION ASSURANCE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ACTUARIAL BENEFITS CORP | 20-1054428 | — | RECORDKEEPER | $2K | — |
| TRANSAMERICA LIFE INSURANCE COMPANY | 39-0989781 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 43-1270780 | — | INVESTMENT ADVISORY - PL | $7K | — |
Investments
27 pooled funds· $0
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.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| STATE STREET RUSSELL SMALL CAP IND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 033 | Pooled Separate Account | $0 | — |
| TA PARTNERS STOCK IND RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 587 | Pooled Separate Account | $0 | — |
| STATE STREE S&P MID CAP IND TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 036 | Pooled Separate Account | $0 | — |
| STATE STREET U.S. BOND INDEX RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 037 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL RETIRE W BLACKROCK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 047 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2025 W BLACKROCK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 049 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2035 W BLACKROCK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 050 | Pooled Separate Account | $0 | — |
| STATE STREET INTL INDEX TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 035 | Pooled Separate Account | $0 | — |
| AMERICAN FUNDS EUROPAC GROWTH RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 068 | Pooled Separate Account | $0 | — |
| FRANKLIN SMALL CAP VALUE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 078 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2030 W BLACKROCK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 111 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2040 W BLACKROCK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 112 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2050 W BLACKROCK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 113 | Pooled Separate Account | $0 | — |
| GOLDMAN SACHS MID CAP OPP RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 147 | Pooled Separate Account | $0 | — |
| BLACKOCK EQUITY DIVIDEND RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 240 | Pooled Separate Account | $0 | — |
| VIRTUS CEREDEX MID CAP VAL EQ RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 302 | Pooled Separate Account | $0 | — |
| INVESCO DEVELOP MARKETS RETQ TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 471 | Pooled Separate Account | $0 | — |
| T. ROWE PRICE INTERNATIONAL DISCOVE TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 783 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2055 W BLACKROCK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 505 | Pooled Separate Account | $0 | — |
| NEUBERGER BERMAN REAL ESTATE RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 538 | Pooled Separate Account | $0 | — |
| JPMORGAN LARGE CAP GROWTH RET OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 585 | Pooled Separate Account | $0 | — |
| TRANSAMERICA SMALL CAP GROWTH RET O TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 516 | Pooled Separate Account | $0 | — |
| PIMCO ALL ASSET RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 599 | Pooled Separate Account | $0 | — |
| PRUDENTIAL TOTAL RTURN BD RT OPT TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 602 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2060 W BLACKROCK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 612 | Pooled Separate Account | $0 | — |
| PIMCO INCOME RET TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 671 | Pooled Separate Account | $0 | — |
| TA LIFEGOAL 2045 W BLACKROCK TRANSAMERICA LIFE INSURANCE COMPANY · EIN 39-0989781 / PN 051 | Pooled Separate Account | $0 | — |
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