FIDELITY BROKERAGE
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
34
Active participants
6,673
Total plan assets
$756.9M
Filings (rows)
34
Direct comp
$521K
Indirect comp
$0
Aggregating 2 name variants under "FIDELITY BROKERAGE"
SERVICES PROVIDED
Custodian15
Other13
Broker6
Top plans served
All 34 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| CARDIOTHORACIC & VASCULAR SURGEONS, P.A. CTVS 401(K) PLAN | AUSTIN, TX | Custodian CUSTODIAN | 101 | $69.2M | $4K |
| SOUTH PLAINS FINANCIAL, INC. CITY BANK 401(K) PLAN | LUBBOCK, TX | Custodian CUSTODIAN | 584 | $50.2M | $38K |
| MISSOURI CARDIOVASCULAR SPECIALISTS, LLP MISSOURI CARDIOVASCULAR SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN | COLUMBIA, MO | Broker BROKER | 104 | $48.9M | $33K |
| SOUTH PLAINS FINANCIAL, INC. CITY BANK 401(K) PLAN | LUBBOCK, TX | Custodian CUSTODIAN | 600 | $45.2M | $25K |
| MISSOURI CARDIOVASCULAR SPECIALISTS, LLP MISSOURI CARDIOVASCULAR SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN | COLUMBIA, MO | Broker BROKER | 97 | $44.0M | $31K |
| GASTROENTEROLOGY SPECIALTIES, P.C. GASTROENTEROLOGY SPECIALTIES, P.C.SAFE HARBOR 401(K) PROFIT SHARING PLAN | LINCOLN, NE | Other NONE | 143 | $43.2M | — |
| MISSOURI CARDIOVASCULAR SPECIALISTS MISSOURI CARDIOVASCULAR SPECIALISTS, LLP 401(K) PROFIT SHARING PLAN | COLUMBIA, MO | Broker BROKER | 90 | $40.1M | $30K |
| SOUTH PLAINS FINANCIAL, INC. CITY BANK 401(K) PLAN | LUBBOCK, TX | Custodian CUSTODIAN | 652 | $39.3M | $23K |
| GASTROENTEROLOGY SPECIALTIES, P.C. GASTROENTEROLOGY SPECIALTIES, P.C.SAFE HARBOR 401(K) PROFIT SHARING PLAN | LINCOLN, NE | Other NONE | 121 | $38.2M | — |
| ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. RETIREMENT PLAN | MILWAUKEE, WI | Other SERVICE PROVIDER | 114 | $34.0M | $36K |
| ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. ORTHOPEDIC SURGEONS OF WISCONSIN, S.C. RETIREMENT PLAN | MILWAUKEE, WI | Other SERVICE PROVIDER | 104 | $31.1M | $34K |
| GASTROENTEROLOGY SPECIALTIES, P.C. GASTROENTEROLOGY SPECIALTIES, P.C.SAFE HARBOR 401(K) PROFIT SHARING PLAN | LINCOLN, NE | Other NONE | 108 | $31.0M | — |
| ASBESTOS WORKERS LOCAL 84 PENSION ASBESTOS WORKERS LOCAL 84 PENSION PLAN | INDIANAPOLIS, IN | Custodian INVESTMENT CUSTODIAN | 115 | $29.5M | $9K |
| ASBESTOS WORKERS LOCAL 84 PENSION ASBESTOS WORKERS LOCAL 84 PENSION PLAN | INDIANAPOLIS, IN | Custodian INVESTMENT CUSTODIAN | 121 | $26.0M | $9K |
| WINCHESTER CARDIOLOGY & VASCULAR MEDICINE, P.C. WINCHESTER CARDIOLOGY AND VASCULAR MEDICINE, P. C. 401(K) PROFIT SHARING PLAN | WINCHESTER, VA | Other SERVICE PROVIDER | 96 | $22.2M | $27K |
| ASBESTOS WORKERS LOCAL 84 PENSION ASBESTOS WORKERS LOCAL 84 PENSION PLAN | INDIANAPOLIS, IN | Custodian INVESTMENT CUSTODIAN | 128 | $22.1M | $7K |
| WINCHESTER CARDIOLOGY & VASCULAR MEDICINE, P.C. WINCHESTER CARDIOLOGY AND VASCULAR MEDICINE, P. C. 401(K) PROFIT SHARING PLAN | WINCHESTER, VA | Other SERVICE PROVIDER | 119 | $21.4M | $32K |
| WINCHESTER CARDIOLOGY & VASCULAR MEDICINE, P.C. WINCHESTER CARDIOLOGY AND VASCULAR MEDICINE, P. C. 401(K) PROFIT SHARING PLAN | WINCHESTER, VA | Other SERVICE PROVIDER | 123 | $17.4M | $31K |
| PHOENIX MANAGEMENT, INC. PHOENIX 401(K) PLAN | CEDAR PARK, TX | Custodian CUSTODIAN | 350 | $14.7M | $6K |
| PHOENIX MANAGEMENT, INC. PHOENIX 401(K) PLAN | CEDAR PARK, TX | Custodian CUSTODIAN | 478 | $14.1M | $8K |
| ORTHOPAEDIC ASSOCIATES OF CENTRAL TEXAS, P.A. OACT 401(K) PLAN | ROUND ROCK, TX | Custodian CUSTODIAN | 0 | $9.1M | $8K |
| OJO LABS, INC. OJO LABS 401(K) PLAN | AUSTIN, TX | Custodian CUSTODIAN | 76 | $9.0M | $526 |
| DUNHAM & JONES ATTORNEYS AT LAW, PC DUNHAM & JONES ATTORNEYS AT LAW 401(K) PLAN | AUSTIN, TX | Custodian CUSTODIAN | 238 | $7.1M | $3K |
| ONCOLOGY/HEMATOLOGY CARE, INC. ONCOLOGY/HEMATOLOGY CARE, INC. DEFINED BENEFIT PLAN | CINCINNATI, OH | Other NONE | 155 | $6.8M | $24K |
| COLUMBIA REDUCTION COMPANY COLONIAL METALS COMPANY RETIREMENT INCOME PLAN | COLUMBIA, PA | Other NONE | 0 | $5.8M | $0 |
| MARBRIDGE FOUNDATION, INC. MARBRIDGE FOUNDATION 401(K) PLAN | MANCHACA, TX | Custodian CUSTODIAN | 274 | $5.5M | $2K |
| ONCOLOGY/HEMATOLOGY CARE, INC. ONCOLOGY/HEMATOLOGY CARE, INC. DEFINED BENEFIT PLAN | CINCINNATI, OH | Other NONE | 163 | $5.4M | $17K |
| POWERHOUSE ANIMATION STUDIOS, INC. POWERHOUSE ANIMATION 401(K) PLAN | AUSTIN, TX | Custodian CUSTODIAN | 61 | $4.8M | $2K |
| TRIAD LOGISTICS SERVICES CORPORATION TRIAD LOGISTICS SERVICES CORPORATION 401(K) PLAN | MELBOURNE, FL | Custodian CUSTODIAN | 197 | $4.7M | $3K |
| HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING PROFIT SHARING PLAN | SCOTTSDALE, AZ | Broker BROKER | 333 | $4.5M | $23K |
| ONCOLOGY/HEMATOLOGY CARE, INC. ONCOLOGY/HEMATOLOGY CARE, INC. DEFINED BENEFIT PLAN | CINCINNATI, OH | Other NONE | 148 | $4.5M | $17K |
| HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING PROFIT SHARING PLAN | SCOTTSDALE, AZ | Broker BROKER | 325 | $3.9M | $22K |
| HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING HILTY'S INTERNATIONAL, INC. DBA HILTY'S ELECTRICAL CONTRACTING PROFIT SHARING PLAN | SCOTTSDALE, AZ | Broker BROKER | 355 | $3.8M | $17K |
| COLUMBIA REDUCTION COMPANY COLONIAL METALS COMPANY RETIREMENT INCOME PLAN | COLUMBIA, PA | Other NONE | 0 | $0 | $0 |