[PDF] 401(k) Plan Fees and Expenses - Log In to Fidelity NetBenefits PDF TVA_Fees_and

The following fees may be deducted from your account Type of Plan Administrative Fee Recordkeeping Fee $44 per year ($11 per quarter) If any Plan administrative fees are deducted from your account, they will be aggregated on your Individual Fees and Expenses Type of Individual Fee Loan Setup Fee

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The first section describes the various fees associated with mutual funds, followed by (www netbenefits com > Change Investments > Investment Elections)

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Automatic investments are included Fidelity funds, money market funds, and shares purchased through dividend reinvestment are excluded The transaction fee

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[PDF] 401(k) Plan Fees and Expenses - Log In to Fidelity NetBenefits

401(k) Plan Fees and Expenses

The following fees may be deducted from your account.

Asset-based fees

Plan administrative fees and expenses

Individual fees and

expenses

Asset-Based Fees

Asset-based fees reflect an investment option's total annual operating expenses and include

management and other fees. They are often the largest component of retirement plan costs and are paid

by all shareholders of the investment option. Typically, asset-based fees are reflected as a percentage of

assets invested in the option and often are referred to as an "expense ratio." You may multiply the

expense ratio by your balance in the investment option to estimate the annual expenses associated with

your holdings. Asset-based fees are deducted from an investment option's assets, thereby reducing its investment

return. Fee levels can vary widely among investment options, depending in part on the type of investment

option, its management (including whether it is active or passive), and the risks and complexities of the

option's strategy. There is not necessarily a correlation between fees and investment performance, and

fees are just one component to consider when determining which investment options are right for you.

Plan Administrative Fees and Expenses

Plan administrative fees may include legal, accounting, trustee, recordkeeping, and other administrative

fees and expenses associated with maintaining the Plan. In some instances, they may be deducted from individual accounts in the Plan, either equally from all accounts or proportionally based on account balance.

Based on the information and direction Fidelity had on file at the time this document was prepared, the

following Plan administrative fee may be deducted from Plan accounts. As you review this information,

please keep in mind that fees are subject to change and that certain Plan administrative fees may not be

deducted from accounts in some circumstances.

Type of Plan Administrative Fee Amount

Recordkeeping Fee

$44 per year ($11 per quarter). If any Plan administrative fees are deducted from your account, they will be aggregated on your Plan's account statement in the Administrative Fees line item. Please keep in mind that fees are subject to change.

Individual Fees and Expenses

Individual fees and expenses include those associated with a service or transaction that an individual may

select. In some instances, they may be deducted from the accounts of those individuals who utilize the

service or engage in the transaction.

If you have an account in the Plan, and you select or execute one or more of the following services or

transactions, the following fees may be deducted from your account based on the information and

direction Fidelity had at the time this notice was prepared. As you review this information, please keep in

mind that fees are subject to change and that certain individual fees may not be deducted in certain circumstances.

Type of Individual Fee Amount

Loan Setup Fee $50 per loan

Loan Maintenance Fee $0

In-Service Withdrawal $25 per transaction

Overnight Mailing Fee $25 per transaction

Return of Excess Contribution Fee $25 per transaction

Minimum Required Distribution

Fee $25 per transaction

Fidelity

Personalized Planning and

Advice Net advisory fee based on percentage of the average daily balance of eligible assets in your account, per year, per plan If any individual fees are deducted from your account, they will be reflected on your Plan's account statement.

Right to Direct Investments

To access your Plan account with Fidelity, make any changes to your investment options, direct any future contributions, or seek additional information, log on to www.netbenefits.com/tva or call 800
-354-7121.

Exercising Voting, Tender, and Similar Rights

You have the right to exercise voting, tender, and similar rights related to the shares/units of mutual funds

you may have in your Plan account. You will receive information regarding such rights and how to exercise them at the time of a vote, tender, or o ther event.

Restrictions

There may be certain restrictions, as summarized below, on how investment directions may be made in the plan. There is no minimum amount for direct payroll contributions into your BrokerageLink account, but there is an initial minimum investment of $2,500 to open an account Additional exchanges into BrokerageLink require a $1,000 minimum.

Exchanges into Fidelity

Money Market Trust Retirement Government Money Market Portfolio are not allowed. Investment elections for Fidelity

Money Market Trust Retirement Government

Money Market Portfolio are not allowed.

Keep in mind that restrictions are subject to change. Fidelity Investments Institutional Operations Company, LLC

[PDF] [PDF] 401(k) Plan Fees and Expenses - Log In to Fidelity NetBenefits