Fidelity Invest INST

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

177,051

Total plan assets

$14.0B

Filings (rows)

Direct comp

$8.2M

Indirect comp

Showing only "FIDELITY INVEST INST"

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 FIDELITY INVEST INST OPER CO

SERVICES PROVIDED

Recordkeeper2

Other service providers1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Commonspirit Health Commonspirit Health 401(k) Retirement Savings Plan · all filings	ERLANGER, KY	Recordkeeper	90,345	$7.9B	$4.0M	$0
Commonspirit Health Commonspirit Health 401(k) Retirement Savings Plan · all filings	ERLANGER, KY	Recordkeeper	86,688	$6.1B	$4.1M	$0
Humboldt Redwood Company, LLC Palco Retirement Plan · all filings	SCOTIA, CA	Other service providers	18	$75.0M	$26K	$0