Fis 401(k) Plan

Fis Operations, LLC, Tulsa OK. Employer ID 814613440, plan number 001. Annual reports on file for 2017 to 2023.

Where the money went

Filed 2017-2023Fis 401(k) Plan, Fis Operations, LLC
2023Assets transferred to Successwise Pooled Employer Plan
TodaySuccesswise Pooled Employer Plan still files. Prinicipal Life Insurance Company keeps the records. That is where to ask.

Records are kept by Prinicipal Life Insurance Company, per the 2024 filing.

In plan year 2020, active participants fell from 714 to 261 (63%), and 123 people left before they were fully vested. When a plan loses about 20% or more of its participants in a year, the IRS presumes a partial plan termination (Revenue Ruling 2007-43). Everyone who left in that period must then be fully vested in the employer's contributions. A 2021 law (Consolidated Appropriations Act, section 209) can excuse a drop between March 2020 and March 2021 if the plan had rehired enough people by March 31, 2021. Filing

This is a reason to ask the plan, not a finding. The plan decides, and it may show the drop was routine.

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

2023: The plan filed its last report: it ended, merged into another plan, or paid everyone out.
2023: At least a quarter of the plan's money moved to another plan this year, usually in a merger or company split.

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan year	Participants	Left, still in the plan	Source
2017	249	13	Filing
2018	610	22	Filing
2019	766	52	Filing
2020	321	60	Filing
2021	346	46	Filing
2022	396	47	Filing
2023	0	0	Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.