FIDELITY GLOBAL
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
11
Active participants
47,020
Total plan assets
$8.0B
Filings (rows)
11
Direct comp
$197K
Indirect comp
$58K
Aggregating 2 name variants under "FIDELITY GLOBAL"
SERVICES PROVIDED
Broker9
Advisor / Consultant2
Top plans served
All 11 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| INSURANCE SERVICES OFFICE, INC. ISO 401(K) SAVINGS AND EMPLOYEE STOCK OWNERSHIP PLAN | JERSEY CITY, NJ | Broker BROKER/DEALER | 4,665 | $1.9B | $13K |
| ENERGY TRANSFER LP ENERGY TRANSFER LP MASTER TRUST | HOUSTON, TX | Broker BROKER/DEALER | — | $1.8B | $110K |
| LOCKTON, INC. LOCKTON, INC. 401(K) PLAN | KANSAS CITY, MO | Broker BROKER/DEALER | 6,196 | $997.8M | $9K |
| HCL AMERICA, INC. HCL AMERICA, INC. 401(K) PLAN | SUNNYVALE, CA | Broker BROKER/DEALER | 16,387 | $878.8M | $14K |
| HF SINCLAIR CORPORATION HF SINCLAIR CORPORATION 401(K) RETIREMENT SAVINGS PLAN | DALLAS, TX | Broker BROKER/DEALER | 4,004 | $850.5M | $20K |
| PATTERSON COMPANIES, INC. PATTERSON COMPANIES, INC. 401(K) PLAN | SAINT PAUL, MN | Broker BROKER/DEALER | 6,132 | $579.3M | $5K |
| BOISE CASCADE COMPANY BOISE CASCADE COMPANY SAVINGS PLAN | BOISE, ID | Broker BROKER/DEALER | 3,439 | $536.5M | $5K |
| APOGEE ENTERPRISES, INC. APOGEE ENTERPRISES, INC. 401(K) RETIREMENT PLAN | MINNEAPOLIS, MN | Broker BROKER/DEALER | 3,894 | $407.4M | $498 |
| VIEWSONIC CORPORATION VIEWSONIC CORPORATION 401(K) PLAN AND TRUST | BREA, CA | Broker BROKER/DEALER | 258 | $32.7M | $8K |
| MAINE CREDIT UNION LEAGUE INSURANCE TRUST MAINE CREDIT UNION LEAGUE INSURANCE TRUST EMPLOYEE BENEFIT PLAN | WESTBROOK, ME | Advisor / Consultant INVESTMENT ADVISOR | 1,138 | $2.4M | $5K |
| MAINE CREDIT UNION LEAGUE INSURANCE TRUST MAINE CREDIT UNION LEAGUE EMPLOYEE BENEFIT PLAN | WESTBROOK, ME | Advisor / Consultant INVESTMENT ADVISOR | 907 | $1.7M | $7K |