Original filing (PDF)20251119072700NAL0006055392001

FIDELITY BENEFITS & INSURANCE SERVICES

Name: FIDELITY BENEFITS & INSURANCE SERVICES — FIDELITY BENEFITS & INSURANCE SERVICES 401K PLAN, Form 5500 (2024)
Creator: FIDELITY BENEFITS & INSURANCE SERVICES

Form 5500-SF

FILING_RECEIVED

FIDELITY BENEFITS & INSURANCE SERVICES 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$188K

Net assets (EOY)

$188K

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FIDELITY BENEFITS & INSURANCE SERVICES.

Plan sponsor

Name

FIDELITY BENEFITS & INSURANCE SERVICES

EIN

87-0691237all filings

Address

1259 TEXAS LOOP 337 STE 102 · NEW BRAUNFELS, TX · 78130

Phone

(856) 207-5968

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator