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.
| Plan | Fee | |
|---|---|---|
| Core Fees | ||
| 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 | |
| 457(b) Plan | $45 | |
| IU SERP | $48 | |
| Transaction Fees | ||
| Loan Initiation Fee | Tax Deferred Account (TDA) 457(b) Plan |
$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 |