Plans listing this provider
11,101
19.68% of the 56,420 plans with Schedule H financials; 10,684 in 2023
Providers › Fidelity Investments Institutional
Fidelity Investments Institutional
- Service provider, as named on Schedule C
- EIN 042647786
- Plan year 2024
- Direct compensation reported $1,854,458,311
Assets of those plans
$3,085,840,126,686
39.62% of all Schedule H plan assets
Plans where it is the recordkeeper
10,920
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$60.61
across 9,245 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 64 | Recordkeeping fees | 10,902 |
| 65 | Account maintenance fees | 10,872 |
| 37 | Participant loan processing | 9,800 |
| 60 | Sub-transfer agency fees | 7,764 |
| 71 | Securities brokerage commissions and fees | 1,981 |
| 50 | Direct payment from the plan | 194 |
| 28 | Investment management | 184 |
| 59 | Shareholder servicing fees | 184 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Microsoft Corporation Savings Plus 401(k) Planrecordkeeper | Microsoft | $65,646,011,638 | 177,887 | $1,503,512 |
| IBM 401(k) Planrecordkeeper | International Business Machines | $60,393,556,150 | 147,543 | $12,104 |
| AT&T Retirement Savings Planrecordkeeper | AT&T | $43,121,795,000 | 188,628 | $6,527,000 |
| Northrop Grumman Savings Planrecordkeeper | Northrop Grumman | $39,473,777,135 | 151,821 | $3,835,087 |
| Amazon 401(k) Planrecordkeeper | Amazon.com Services | $34,593,744,657 | 943,213 | $6,110,983 |
| Fidelity Retirement Savings Planrecordkeeper | FMR | $34,201,609,937 | 91,972 | $6,987 |
| Oracle Corporation 401(k) Savings and Investment Planrecordkeeper | Oracle | $31,026,465,040 | 99,815 | $1,066,857 |
| Verizon Savings Plan for Management Employeesrecordkeeper | Verizon Communications | $29,376,133,902 | 118,299 | $2,422,556 |
| Unitedhealth Group 401(k) Savings Planrecordkeeper | UnitedHealth Group | $26,618,762,181 | 263,728 | $6,033,226 |
| Intel 401(k) Savings Planrecordkeeper | Intel | $24,850,880,304 | 80,583 | $222,720 |
| Apple 401(k) Planrecordkeeper | Apple | $24,714,519,387 | 143,849 | $1,394,585 |
| Cisco Systems,inc. 401(k) Planrecordkeeper | Cisco Systems | $22,728,425,546 | 72,060 | $-1,231,180 |
| Pfizer Savings Planrecordkeeper | Pfizer | $21,987,152,800 | 57,024 | $2,791,880 |
| Chevron Employee Savings Investment Planrecordkeeper | Chevron | $20,378,704,663 | 34,370 | $-212,287 |
| Comcast Corporation Retirement - Investment Planrecordkeeper | Comcast | $19,687,957,793 | 123,009 | $2,627,232 |
| Delta 401(k) Retirement Planrecordkeeper | Delta Air Lines | $18,985,170,319 | 107,760 | $2,305,205 |
| Ernst & Young Retirement Savings Planrecordkeeper | Ernst & Young Infrastructure Advisors | $18,327,167,732 | 94,372 | $4,726,090 |
| Meta Platforms, Inc 401(k) Planrecordkeeper | Meta Platforms | $16,455,927,820 | 83,487 | $456,978 |
| American Airlines, Inc. 401(k) Planrecordkeeper | American Airlines Group | $16,193,365,552 | 109,470 | $3,851,850 |
| Delta 401(k) Retirement Plan for Pilotsrecordkeeper | Delta Air Lines | $15,928,334,925 | 17,527 | $41,697 |
| Merck US Savings Planrecordkeeper | Merck | $14,970,916,966 | 40,628 | $123,978 |
| The Pepsico Savings Planrecordkeeper | PepsiCo | $14,936,950,700 | 159,775 | $2,041,296 |
| GE Aerospace Retirement Savings Planrecordkeeper | General Electric | $14,738,724,553 | 68,450 | $1,068,216 |
| Dell Inc. 401(k) Planrecordkeeper | Dell | $14,666,301,000 | 54,777 | $773,000 |
| Walgreens Retirement Savings Planrecordkeeper | Walgreen | $14,535,873,337 | 133,452 | $3,864,420 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.