FIDELITY TRUST
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
47
Active participants
55,404
Total plan assets
$3.4B
Filings (rows)
47
Direct comp
$2.5M
Indirect comp
$0
Aggregating 2 name variants under "FIDELITY TRUST"
SERVICES PROVIDED
Other23
Custodian22
Recordkeeper1
Advisor / Consultant1
CITs / DFEs sponsored by this firm
| Fund / entity | Plans holding |
|---|---|
| FIDELITY MANAGED INCOME PORTIFOLIO | 2 |
| FIDELITY MANAGED PORT II CLASS | 1 |
| FIAM CORE PLUS COMM POOL | 1 |
Top plans served
All 47 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| SCHWANS SHARED SERVICES, LLC SCHWAN'S COMPANY RETIREMENT SAVINGS PLAN | BLOOMINGTON, MN | Other NONE | 9,135 | $632.3M | $645K |
| SCHWANS SHARED SERVICES, LLC SCHWAN'S COMPANY RETIREMENT SAVINGS PLAN | BLOOMINGTON, MN | Other NONE | 8,706 | $570.9M | $780K |
| SCHWANS SHARED SERVICES, LLC SCHWAN'S COMPANY RETIREMENT SAVINGS PLAN | BLOOMINGTON, MN | Other NONE | 5,753 | $489.5M | $535K |
| NEMAK USA, INC. NEMAK USA, INC. RETIREMENT SAVINGS PLAN | SOUTHFIELD, MI | Custodian CUSTODIAN | 2,035 | $189.0M | $43K |
| NEMAK USA, INC. NEMAK USA, INC. RETIREMENT SAVINGS PLAN | SOUTHFIELD, MI | Custodian CUSTODIAN | 2,472 | $174.7M | $29K |
| NEMAK USA, INC. NEMAK USA, INC. RETIREMENT SAVINGS PLAN | SOUTHFIELD, MI | Custodian CUSTODIAN | 2,127 | $145.9M | $28K |
| KUBICKI DRAPER, P.A. KUBICKI DRAPER, P.A. 401(K) PLAN | MIAMI, FL | Other NONE | 398 | $71.8M | $8K |
| THAI SUMMIT AMERICA CORPORATION THAI SUMMIT AMERICA CORPORATION PROFIT SHARING & 401(K) PLAN | HOWELL, MI | Other N/A | 947 | $62.8M | $19K |
| KUBICKI DRAPER, P.A. KUBICKI DRAPER, P.A. 401(K) PLAN | MIAMI, FL | Other NONE | 369 | $60.5M | $9K |
| AM CONSERVATION GROUP, INC. FRANKLIN ENERGY AND AM CONSERVATION 401(K) PLAN | PORT WASHINGTON, WI | Other N/A | 1,018 | $60.1M | $17K |
| THE MITRE CORPORATION MITRE CORPORATION HEALTH CARE PLAN | BEDFORD, MA | Advisor / Consultant INVESTMENT MANAGER | 7,032 | $59.6M | $53K |
| THAI SUMMIT AMERICA CORPORATION THAI SUMMIT AMERICA CORPORATION PROFIT SHARING & 401(K) PLAN | HOWELL, MI | Other N/A | 920 | $56.4M | $17K |
| THAI SUMMIT AMERICA CORPORATION THAI SUMMIT AMERICA CORPORATION PROFIT SHARING & 401(K) PLAN | HOWELL, MI | Other N/A | 879 | $56.0M | $22K |
| ASPIRE USA LLC VALSOFT 401(K) PLAN | CLEARWATER, FL | Other NONE | 677 | $54.4M | $8K |
| AM CONSERVATION GROUP, INC. FRANKLIN ENERGY AND AM CONSERVATION 401(K) PLAN | PORT WASHINGTON, WI | Other N/A | 954 | $49.5M | $17K |
| KUBICKI DRAPER, P.A. KUBICKI DRAPER, P.A. 401(K) PLAN | MIAMI, FL | Other NONE | 347 | $46.7M | $9K |
| HOSPICE OF MICHIGAN HOSPICE OF MICHIGAN RETIREMENT SAVINGS PLAN | ANN ARBOR, MI | Custodian CUSTODIAN | 776 | $44.6M | $10K |
| HOSPICE OF MICHIGAN HOSPICE OF MICHIGAN RETIREMENT SAVINGS PLAN | ANN ARBOR, MI | Custodian CUSTODIAN | 731 | $39.8M | $9K |
| STAR OF THE WEST MILLING CO. STAR OF THE WEST SAVINGS AND PROTECTION PLAN | FRANKENMUTH, MI | Custodian CUSTODIAN | 401 | $38.8M | $10K |
| EVI INDUSTRIES, INC. EVI INDUSTRIES, INC. 401(K) PLAN | MIAMI, FL | Other NONE | 716 | $37.6M | $9K |
| STAR OF THE WEST MILLING CO. STAR OF THE WEST SAVINGS AND PROTECTION PLAN | FRANKENMUTH, MI | Custodian CUSTODIAN | 399 | $36.8M | $10K |
| HOSPICE OF MICHIGAN HOSPICE OF MICHIGAN RETIREMENT SAVINGS PLAN | ANN ARBOR, MI | Custodian CUSTODIAN | 697 | $33.9M | $9K |
| STAR OF THE WEST MILLING CO. STAR OF THE WEST SAVINGS AND PROTECTION PLAN | FRANKENMUTH, MI | Custodian CUSTODIAN | 320 | $33.2M | $10K |
| ATA NATIONAL TITLE GROUP, LLC ATA NATIONAL TITLE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | FARMINGTON HILLS, MI | Custodian CUSTODIAN | 378 | $24.7M | $8K |
| KAPCO, INC. KAPCO, INC. 401(K) PROFIT SHARING PLAN | GRAFTON, WI | Custodian CUSTODIAN TRUSTEE | 584 | $22.9M | $7K |
| ATA NATIONAL TITLE GROUP, LLC ATA NATIONAL TITLE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | FARMINGTON HILLS, MI | Custodian CUSTODIAN | 377 | $22.3M | $8K |
| PARK WEST GALLERIES, INC. PARK WEST GALLERIES, INC. 401K PLAN | SOUTHFIELD, MI | Custodian CUSTODIAN | 171 | $21.3M | $7K |
| KAPCO, INC. KAPCO, INC. 401(K) PROFIT SHARING PLAN | GRAFTON, WI | Custodian CUSTODIAN TRUSTEE | 663 | $20.4M | $7K |
| GA BUSINESS PURCHASER, LLC DBA GUARDIAN ALARM GUARDIAN ALARM COMPANY 401(K) PROFIT SHARING PLAN & TRUST | SOUTHFIELD, MI | Custodian CUSTODIAN | 405 | $20.0M | $8K |
| ATA NATIONAL TITLE GROUP, LLC ATA NATIONAL TITLE GROUP, LLC 401(K) PROFIT SHARING PLAN AND TRUST | FARMINGTON HILLS, MI | Custodian CUSTODIAN | 417 | $19.5M | $7K |
| TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN | DESTIN, FL | Other N/A | 397 | $19.4M | $9K |
| PARK WEST GALLERIES, INC. PARK WEST GALLERIES, INC. 401K PLAN | SOUTHFIELD, MI | Custodian CUSTODIAN | 170 | $18.3M | $7K |
| LINTECH GLOBAL INC. LINTECH GLOBAL INC. 401(K) PROFIT SHARING PLAN | FARMINGTON HILLS, MI | Other N/A | 423 | $17.8M | $9K |
| GA BUSINESS PURCHASER, LLC DBA GUARDIAN ALARM GUARDIAN ALARM COMPANY 401(K) PROFIT SHARING PLAN & TRUST | SOUTHFIELD, MI | Custodian CUSTODIAN | 462 | $16.7M | $8K |
| LINTECH GLOBAL INC. LINTECH GLOBAL INC. 401(K) PROFIT SHARING PLAN | FARMINGTON HILLS, MI | Other N/A | 381 | $15.3M | $8K |
| PARK WEST GALLERIES, INC. PARK WEST GALLERIES, INC. 401K PLAN | SOUTHFIELD, MI | Custodian CUSTODIAN | 155 | $14.7M | $7K |
| TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN | DESTIN, FL | Other N/A | 276 | $13.9M | $6K |
| CONTINENTAL MANAGEMENT, LLC CONTINENTAL MANAGEMENT 401(K) PLAN | BINGHAM FARMS, MI | Custodian CUSTODIAN | 450 | $13.1M | $10K |
| LINTECH GLOBAL INC. LINTECH GLOBAL INC. 401(K) PROFIT SHARING PLAN | FARMINGTON HILLS, MI | Other N/A | 401 | $11.5M | $7K |
| CONTINENTAL MANAGEMENT, LLC CONTINENTAL MANAGEMENT 401(K) PLAN | BINGHAM FARMS, MI | Custodian CUSTODIAN | 398 | $10.4M | $7K |
| TITAN TECHNOLOGIES, LLC TITAN TECHNOLOGIES, LLC 401(K) RETIREMENT PLAN | DESTIN, FL | Other N/A | 307 | $10.3M | $5K |
| SANDERS SUPPLY SANDERS SUPPLY, INC. 401(K) PLAN | HOT SPRINGS, AR | Recordkeeper RECORDKEEPER | 135 | $9.2M | $2K |
| CONTINENTAL MANAGEMENT, LLC CONTINENTAL MANAGEMENT 401(K) PLAN | BINGHAM FARMS, MI | Custodian CUSTODIAN | 358 | $8.3M | $8K |
| AMA TRANSPORTATION CO., INC. AMA TRANSPORTATION CO., INC. 401(K) PROFIT SHARING PLAN | BILLERICA, MA | Other N/A | 147 | $6.9M | $6K |
| AMA TRANSPORTATION CO., INC. AMA TRANSPORTATION CO., INC. 401(K) PROFIT SHARING PLAN | BILLERICA, MA | Other N/A | 140 | $5.4M | $5K |
| AM CONSERVATION GROUP, INC. FRANKLIN ENERGY AND AM CONSERVATION 401(K) PLAN | PORT WASHINGTON, WI | Other N/A | 0 | $0 | $14K |
| UNITED PIPE & SUPPLY CORPORTATION MERFISH UNITED 401(K) PLAN | IPSWICH, MA | Other N/A | 0 | $0 | $5K |