Fidelity Investment 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

8,719

Total plan assets

$1.3B

Filings (rows)

Direct comp

$206K

Indirect comp

Showing only "FIDELITY INVESTMENT 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

SERVICES PROVIDED

Recordkeeper3

TPA / Administrator1

Custodian1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Essential Utilities, Inc. Essential Utilities, Inc. 401(k) Plan · all filings	BRYN MAWR, PA	Custodian	3,270	$558.5M	$203K	$0
Essential Utilities, Inc. Essential Utilities, Inc. 401(k) Plan · all filings	BRYN MAWR, PA	Recordkeeper	3,124	$503.4M	$129K	$0
Husqvarna Consumer Outdoor Products N.A., Inc. Husqvarna Retirement Savings 401(k) Plan · all filings	CHARLOTTE, NC	TPA / Administrator	2,135	$193.7M	-$130K	$0
National Society Daughters of the American Revolution National Society Daughters of the American Revolution 403(b) Plan · all filings	WASHINGTON, DC	Recordkeeper	90	$16.8M	$2K	$0
National Society Daughters of the American Revolution National Society Daughters of the American Revolution 403(b) Plan · all filings	WASHINGTON, DC	Recordkeeper	100	$13.9M	$2K	$0