5500 Analyzer

FIDELITY INVESTMENTSINSTITUTIONAL

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
7
Active participants
14,401
Total plan assets
$917.0M
Filings (rows)
7
Direct comp
$468K
Indirect comp
$164K
Aggregating 2 name variants under "FIDELITY INVESTMENTSINSTITUTIONAL"

SERVICES PROVIDED

Recordkeeper6
Other1

Top plans served

All 7 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
UNIVERSITY OF SAN DIEGO
UNIVERSITY OF SAN DIEGO DEFINED CONTRIBUTION RETIREMENT PLAN
SAN DIEGO, CA
Other
NONE
1,995$632.1M$194K
GOBRANDS, INC.
GOBRANDS, INC. 401(K) PROFIT SHARING PLAN
PHILADELPHIA, PA
Recordkeeper
RECORDKEEPER
4,198$76.6M$179K
GOBRANDS, INC.
GOBRANDS, INC. 401(K) PROFIT SHARING PLAN
PHILADELPHIA, PA
Recordkeeper
RECORDKEEPER
5,113$69.5M$0
PATTERSON & DEWAR ENGINEERS, INC.
PATTERSON & DEWAR ENGINEERS, INC. PROFIT SHARING PLAN & TRUST
NORCROSS, GA
Recordkeeper
RECORDKEEPER
212$65.0M-$30K
GOBRANDS, INC.
GOBRANDS, INC. 401(K) PROFIT SHARING PLAN
PHILADELPHIA, PA
Recordkeeper
RECORDKEEPER
2,367$50.3M$85K
INTEGRATED MEDICAL ALLIANCE,PA
INTEGRATED MEDICINE ALLIANCE,P.A 401K PS PLAN
SHREWSBURY, NJ
Recordkeeper
RECORDKEEPER
174$16.7M$39K
GEORGETOWN HILL EARLY SCHOOL
GEORGETOWN HILL EARLY SCHOOL 401(K) PLAN
MONTGOMERY VILLAGE, MD
Recordkeeper
RECORDKEEPER
342$6.8M$1K