Fidelity Financial

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

150

Total plan assets

$34.3M

Filings (rows)

Direct comp

$26K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Synergy Enterprises, Inc. Synergy Enterprises, Inc. 401(k) Employee Stock Ownership Plan · all filings	FARMERS BRANCH, TX	Advisor / Consultant	81	$19.4M	$21K	$0
Synergy Enterprises, Inc. Synergy Enterprises 401(k) Employee Stock Ownership Plan · all filings	FARMERS BRANCH, TX	Other service providers	69	$14.8M	$5K	$0