Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 17 in 2023
Providers › Fidelity Investments
Fidelity Investments
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $163,769
Assets of those plans
$916,371,822
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$163,769
63% of its Schedule C lines carry 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 |
|---|---|---|
| 19 | Custodial (securities) | 6 |
| 50 | Direct payment from the plan | 5 |
| 28 | Investment management | 4 |
| 21 | Trustee (bank, trust company or similar) | 2 |
| 27 | Investment advisory (plan) | 2 |
| 59 | Shareholder servicing fees | 2 |
| 26 | Investment advisory (participants) | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Tennessee Orthopaedic Alliance 401(k) & Profit Sharing Plan | Tennessee Orthopaedic Alliance | $236,565,835 | 1,850 | $22,702 |
| Central Illinois Radiological Associates, Ltd. 401(k) Profit Sharing Plan | Central Illinois Radiological Associates | $113,280,096 | 179 | $15,131 |
| Allied Beverage Group Local 2-d Union Retirement Plan | Allied Beverage Group | $90,830,469 | 318 | $17,008 |
| National Exchange Bank and Trust Employees' Tax Savings Plan | Neb | $87,585,607 | 511 | $5,040 |
| Dome Construction Corporation Salary Deferral Plan | Dome Construction | $74,383,896 | 291 | $0 |
| Badger Liquor Co., Inc. Employees' Profit Sharing, Savings & Investment Plan | Badger Liquor | $73,596,317 | 545 | $0 |
| Allied Beverage Group, L.L.C. 401(k) Plan | Allied Beverage Group | $72,872,425 | 471 | $13,247 |
| Savings Plan for Employees of Steinway Musical Instruments, Inc. and Subsidiaries | Steinway Musical Instruments | $47,620,392 | 264 | $7,170 |
| Rouse, P.C. Savings & Profit Sharing Plan | Rouse Frets White Goss Gentile Rhodes | $35,035,721 | 137 | $7,813 |
| UFCW Members, Local Unions, and Multi-employer 401(k) Plan | UFCW Members Local Unions and MU | $30,180,389 | 2,727 | $11,875 |
| Para la Naturaleza Retirement Plan | Para la Naturaleza | $18,666,803 | 216 | $0 |
| MM Packaging Puerto Rico Retirement Plan | MM Packaging Puerto Rico | $11,950,274 | 287 | $0 |
| Hi-nabor Supermarket, Inc. Profit Sharing 401(k) Plan | HI Nabor Supermarket | $9,854,324 | 232 | $58,740 |
| Teamsters Local Union 299 Multi Employer 401(k) Plan | Teamsters Local Union 299 | $7,856,367 | 391 | $5,043 |
| Rooms to GO Retirement Plan | Rooms to GO | $5,314,493 | 225 | $0 |
| Hospital General Castaner Retirement Plan | Hospital General Castaner | $778,414 | 127 | $0 |
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.