Fidelity Invest INST Operations

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

1,746

Total plan assets

$1.1B

Filings (rows)

Direct comp

$899K

Indirect comp

Showing only "FIDELITY INVEST INST OPERATIONS"

View all 50 variants aggregated →

FIDELITY INVESTMENTS INSTITUTIONAL32,524 FIDELITY INVESTMENTS608 FIDELITY INVESTMENTS INST OP CO101 FIDELITY INVESTMENTS INST OPER CO62 FIDELITY INVESTMENTS INST OPS CO56 FIDELITY INVESTMENTS INST OPS46

SERVICES PROVIDED

Other service providers2

Advisor / Consultant1

Recordkeeper1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Univar Solutions USA Inc. Univar Solutions Retirement Plan · all filings	DOWNERS GROVE, IL	Other service providers	478	$371.8M	$364K	$0
Univar Solutions USA Inc. Univar Solutions Retirement Plan · all filings	DOWNERS GROVE, IL	Other service providers	534	$364.8M	$293K	$0
Univar Solutions USA LLC. Univar Solutions Retirement Plan · all filings	DOWNERS GROVE, IL	Recordkeeper	420	$353.0M	$235K	$0
The Road Home The Road Home 403(b)(7) Retirement Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	314	$9.2M	$6K	$0