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

586

Total plan assets

$63.0M

Filings (rows)

Direct comp

$7K

Indirect comp

$13K

Showing only "FIDELITY PERSONAL TRUST FSB"

View all 3 variants aggregated →

FIDELITY PERSONAL TRUST24 FIDELITY PERSONAL TRUST FSB4 FIDELITY PERSONAL TRUST CO FSB3

SERVICES PROVIDED

Other service providers2

Custodian2

CITs / DFEs sponsored by this firm

Click a collective trust to see every plan that holds it.

Fund / entity	Plans holding
	3
	1

Plans served

All 4 plansUnlock full export (Pro)

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	152	$15.6M	$0	$7K
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