Fidelity Institutional Wealth Servi

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

1,284

Total plan assets

$193.8M

Filings (rows)

Direct comp

$65K

Indirect comp

Showing only "FIDELITY INSTITUTIONAL WEALTH SERVI"

View all 18 variants aggregated →

FIDELITY INSTITUTIONAL ASSET MGMT76 FIDELITY INSTITUTIONAL ASSET MANAGE28 FIDELITY INSTITUTIONAL OPERATIONS19 FIDELITY INSTITUTIONAL ASSET MGT18 FIDELITY INSTITUTIONAL ASSET14 FIDELITY INSTITUTIONAL ASSET MGMT T10

SERVICES PROVIDED

Recordkeeper6

Prospecting the plans that use Fidelity Institutional Wealth Servi?

Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.

See plans served

Plans served

All 6 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Napco Security Technologies, Inc. Napco Security Technologies, Inc. 401(k) Profit Sharing Plan · all filings	AMITYVILLE, NY	Recordkeeper	290	$46.3M	$15K	$0
Guaranty Bank & Trust Company Guaranty Bank & Trust Company Employee Stock Ownership Plan · all filings	BELZONI, MS	Recordkeeper	246	$39.5M	$7K	$0
Napco Security Technologies, Inc. Napco Security Technologies, Inc. 401(k) Profit Sharing Plan · all filings	AMITYVILLE, NY	Recordkeeper	266	$39.5M	$12K	$0
Guaranty Bank & Trust Company Guaranty Bank & Trust Company Employee Stock Ownership Plan · all filings	BELZONI, MS	Recordkeeper	220	$35.7M	$15K	$0
Napco Security Technologies, Inc. Napco Security Technologies, Inc. 401(k) Profit Sharing Plan · all filings	AMITYVILLE, NY	Recordkeeper	262	$32.9M	$14K	$0
Guaranty Bank & Trust Company Guaranty Bank & Trust Company Employee Stock Ownership Plan · all filings	BELZONI, MS	Recordkeeper	0	$27K	$3K	$0