Fidelity Invest Institutional Opera

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

701

Total plan assets

$287.0M

Filings (rows)

Direct comp

$55K

Indirect comp

Other variants under "FIDELITY INVEST"

FIDELITY INVESTMENTS INSTITUTIONAL33,358 FIDELITY INVESTMENTS648 FIDELITY INVESTMENTS INST OP CO103 FIDELITY INVESTMENTS INST OPER CO66 FIDELITY INVESTMENTS INST OPS CO57 FIDELITY INVESTMENTS INST OPS46 FIDELITY INVEST INST OPER CO29

SERVICES PROVIDED

Recordkeeper3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Harbert Management Corporation Harbert Retirement Plan · all filings	BIRMINGHAM, AL	Recordkeeper	227	$108.7M	$51K	$0
Harbert Management Corporation Harbert Retirement Plan · all filings	BIRMINGHAM, AL	Recordkeeper	238	$97.4M	$2K	$0
Harbert Management Corporation Harbert Retirement Plan · all filings	BIRMINGHAM, AL	Recordkeeper	236	$80.9M	$2K	$0