FID INST Asset Management

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

Active participants

283

Total plan assets

$53.4M

Filings (rows)

Direct comp

$244K

Indirect comp

Showing only "FID INST ASSET MANAGEMENT"

View all 9 variants aggregated →

FID INST ASSET MGMT CO19 FID INST ASSET MANAGEMENT CO14 FID INST INV OPS CO11 FID INST ASSET MGMT TRUST CO7 FID INST ASSET MANAGEMENT3 FID INST OPS CO3 FID INST ASSET MGMT TRUST3

SERVICES PROVIDED

Advisor / Consultant3

CITs / DFEs sponsored by this firm

Click a collective trust to see every plan that holds it.

Fund / entity	Plans holding
	3
	3
	3
	3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
AAA Arizona, Inc. AAA Arizona, Inc. Cash Balance Plan and Trust · all filings	WALNUT CREEK, CA	Advisor / Consultant	99	$19.2M	$158K	$0
AAA Arizona, Inc. AAA Arizona, Inc. Cash Balance Plan and Trust · all filings	WALNUT CREEK, CA	Advisor / Consultant	96	$17.2M	$50K	$0
AAA Arizona, Inc. AAA Arizona, Inc. Cash Balance Plan and Trust · all filings	WALNUT CREEK, CA	Advisor / Consultant	88	$17.0M	$36K	$0