Fidelity Personal Trust FSB

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

434

Total plan assets

$47.4M

Filings (rows)

Direct comp

$7K

Indirect comp

$7K

Showing only "FIDELITY PERSONAL TRUST FSB"

View all 3 variants aggregated →

FIDELITY PERSONAL TRUST23 FIDELITY PERSONAL TRUST FSB3 FIDELITY PERSONAL TRUST CO FSB3

SERVICES PROVIDED

Other service providers2

Custodian1

CITs / DFEs sponsored by this firm

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Fund / entity	Plans holding
	3
	1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Impax Asset Management LLC Impax Asset Management 401(k) Retirement Plan · all filings	PORTSMOUTH, NH	Other service providers	111	$29.6M	$7K	$0
Indiana Symphony Society, Inc. Indianapolis Symphony Orchestra 403(b) Plan · all filings	INDIANAPOLIS, IN	Custodian	151	$13.9M	$0	$6K
Loehmann-Blasius Chevrolet, Inc. Loehmann-Blasius Chevrolet, Inc. 401(k) Plan · all filings	WATERBURY, CT	Other service providers	172	$3.9M	$0	$902