The following are common fees and expenses assessed by Fidelity. Details about each fund's fees and performance are in its prospectus. To request a prospectus, call +1-800-343-0860 or log in to Fidelity NetBenefits.
Fee disclosure for IU retirement plans
| Fee type | Plan | Fee |
|---|---|---|
Annual recordkeeping fee | IU Retirement Plan | $28 |
Annual recordkeeping fee | IU Retirement & Savings Plan | $28 |
Annual recordkeeping fee | IU TDA Plan | $28 |
Annual recordkeeping fee | IU 457(b) Plan | $44 |
Annual recordkeeping fee | IU SERP | $48 |
Note: Annual recordkeeping fees are per year, billed quarterly and automatically deducted from your account(s).
| Fee type | Plan | Fee |
|---|---|---|
Loan initiation fee | IU TDA Plan & | $35 per loan initiated |
Loan maintenance fee | IU TDA Plan & | $3.75 per quarter |
Full distribution | All plans | $25 per check/EFT |
| Fee type | Plan | Fee |
|---|---|---|
BrokerageLink® | All plans | $0 account fee |