Retirement Plan Fees
The following are common fees and expenses assessed by Fidelity. Information on a fund's current and historical investment performance, as well as a breakdown of the fees assessed by Fidelity for their funds, may be found in each fund’s prospectus. A fund prospectus may be requested by calling 800-343-0860 or by visiting Fidelity NetBenefits.
|Annual Recordkeeping Fees
Fee listed is per year, billed quarterly and automatically deducted from your account(s).
|IU Retirement Plan||$28|
|IU Retirement & Savings Plan||$28|
|Tax Deferred Account (TDA)||$28|
|Loan Initiation Fee||Tax Deferred Account (TDA)
|$35 per loan initiated|
|Loan Maintenance Fee (per outstanding loan maintained by Fidelity)||$3.75 per quarter|
|Full Distribution||All Plans||$25 per check/EFT|
|Investment Related Services|
|BrokerageLink||All Plans||$0 account fee
See Commission Schedule (PDF)