Fidelity Investments Tax-Exempt SER

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

30,822

Total plan assets

$5.7B

Filings (rows)

Direct comp

$86K

Indirect comp

Showing only "FIDELITY INVESTMENTS TAX-EXEMPT SER"

View all 50 variants aggregated →

FIDELITY INVESTMENTS INSTITUTIONAL34,226 FIDELITY INVESTMENTS662 FIDELITY INVESTMENTS INST OP CO106 FIDELITY INVESTMENTS INST OPER CO67 FIDELITY INVESTMENTS INST OPS CO57 FIDELITY INVESTMENTS INST OPS48

SERVICES PROVIDED

Recordkeeper3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Fortive Corporation Fortive Retirement Savings Plan · all filings	EVERETT, WA	Recordkeeper	9,525	$2.1B	$0	$0
Fortive Corporation Fortive Retirement Savings Plan · all filings	EVERETT, WA	Recordkeeper	9,399	$1.9B	$48K	$0
Fortive Corporation Fortive Retirement Savings Plan · all filings	EVERETT, WA	Recordkeeper	11,898	$1.6B	$38K	$0