Form 5500 Search

FIDELITY INV INS OP COM

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
3
Active participants
257,031
Total plan assets
$33.5B
Filings (rows)
3
Direct comp
-$5.5M
Indirect comp
$8.8M
Other variants under "FIDELITY INV"

SERVICES PROVIDED

Recordkeeper2
Other1

Top plans served

All 3 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
MAYO CLINIC
MAYO 403(B) PLAN
ROCHESTER, MN
Other
NONE
87,000$12.8B-$2.0M
MAYO CLINIC
MAYO 403(B) PLAN
ROCHESTER, MN
Recordkeeper
RECORDKEEPER
85,933$11.2B-$2.2M
MAYO CLINIC
MAYO 403(B) PLAN
ROCHESTER, MN
Recordkeeper
RECORDKEEPER
84,098$9.5B-$1.3M