FIAM TRUST
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
12
Active participants
3,082
Total plan assets
$843.7M
Filings (rows)
12
Direct comp
$2.6M
Indirect comp
$0
SERVICES PROVIDED
Other12
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| FID FRDM INX 2015 T | 196 |
| FID FRDM INX 2055 T | 196 |
| FID FRDM INX 2035 T | 196 |
| FID FRDM INX 2025 T | 196 |
| FID FRDM INX 2045 T | 196 |
| FID FRDM INX 2040 T | 192 |
| FID FRDM INX T | 191 |
| FID FRDM INX 2050 T | 190 |
| FID FRDM INX 2030 T | 190 |
| FID FRDM INX 2060 T | 189 |
| FID FRDM INX 2065 T | 188 |
| FID FRDM INX 2020 T | 188 |
| FID FRDM INX 2010 T | 168 |
| FID FRDM INX 2005 T | 158 |
| FID FRDM BLND 2050 Q | 103 |
| FID FRDM BLND 2040 Q | 102 |
| FID FRDM BLND 2030 Q | 102 |
| FID FRDM BLND 2035 Q | 100 |
| FID FRDM BLND 2020 Q | 100 |
| FID FRDM BLND 2045 Q | 100 |
| FID FRDM BLND 2055 Q | 100 |
| FID FRDM BLND 2060 Q | 99 |
| FID FRDM BLND 2025 Q | 99 |
| FID FRDM BLEND Q | 93 |
| FID FRDM BLND 2015 Q | 92 |
Top plans served
All 12 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TEXAS UNITED CORPORATION TEXAS UNITED CORPORATION PENSION PLAN | HOUSTON, TX | Other NONE | 480 | $143.3M | $523K |
| TEXAS UNITED CORPORATION TEXAS UNITED CORPORATION PENSION PLAN | HOUSTON, TX | Other NONE | 493 | $135.7M | $481K |
| TEXAS UNITED CORPORATION TEXAS UNITED CORPORATION PENSION PLAN | HOUSTON, TX | Other NONE | 509 | $123.1M | $672K |
| COMMERZBANK AKTIENGESELLSCHAFT COMMERZBANK AKTIENGESELLSCHAFT PENSION PLAN FOR UNITED STATES BRANCHES | NEW YORK, NY | Other NONE | 95 | $72.6M | $226K |
| COMMERZBANK AKTIENGESELLSCHAFT COMMERZBANK AKTIENGESELLSCHAFT PENSION PLAN FOR UNITED STATES BRANCHES | NEW YORK, NY | Other NONE | 85 | $70.8M | $192K |
| COMMERZBANK AKTIENGESELLSCHAFT COMMERZBANK AKTIENGESELLSCHAFT PENSION PLAN FOR UNITED STATES BRANCHES | NEW YORK, NY | Other NONE | 78 | $67.3M | $184K |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 PENSION PLAN SHEET METAL WORKERS LOCAL UNION NO 71 PENSION PLAN | BUFFALO, NY | Other NONE | 334 | $63.7M | $49K |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 PENSION PLAN SHEET METAL WORKERS LOCAL UNION NO 71 PENSION PLAN | BUFFALO, NY | Other NONE | 320 | $59.2M | $46K |
| BOARD OF TRUSTEES SHEET METAL WORKERS LOCAL NO. 71 PENSION PLAN SHEET METAL WORKERS LOCAL UNION NO 71 PENSION PLAN | BUFFALO, NY | Other NONE | 313 | $52.9M | $41K |
| YOROZU AUTOMOTIVE TENNESSEE,INC. YOROZU AUTOMOTIVE TENNESSEE, INC. DEFINED BENEFIT PLAN | MORRIS, TN | Other INVEST ADV | 123 | $19.1M | $75K |
| YOROZU AUTOMOTIVE TENNESSEE, INC. YOROZU AUTOMOTIVE TENNESSEE, INC. DEFINED BENEFIT PLAN | MORRISON, TN | Other INVEST ADV | 121 | $18.3M | $62K |
| YOROZU AUTOMOTIVE TENNESSEE,INC. YOROZU AUTOMOTIVE TENNESSEE, INC. DEFINED BENEFIT PLAN | MORRIS, TN | Other INVEST ADV | 131 | $17.7M | $71K |
