Fidelty Investments

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

2,698

Total plan assets

$475.6M

Filings (rows)

Direct comp

$107K

Indirect comp

Aggregating 3 name variants under "FIDELTY INVESTMENTS"

Click a variant to view it alone

FIDELTY INVESTMENTS INST OP CO2 FIDELTY INVESTMENTS2 FIDELTY INVESTMENTS INSTITUTIONAL1

SERVICES PROVIDED

Other service providers3

Recordkeeper2

CITs / DFEs sponsored by this firm

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

Fund / entity	Plans holding
	2
	1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Ironworkers Local 549-550 Pension Plan Ironworkers Local 549-550 Pension Plan · all filings	ONA, WV	Other service providers	792	$215.5M	$51K	$0
Ironworkers Local 549-550 Pension Plan Ironworkers Local 549-550 Pension Plan · all filings	ONA, WV	Other service providers	938	$207.3M	$41K	$0
Jim BEAM Brands Co. Jim BEAM Brands Company Union 401(k) Plan · all filings	CHICAGO, IL	Other service providers	718	$41.4M	$13K	$0
Radiation Billing Solutions, Inc. Radiation Business Solutions, Inc. 401(k) Plan · all filings	JOELTON, TN	Recordkeeper	143	$6.9M	$1K	$0
Radiation Billing Solutions, Inc. Radiation Business Solutions, Inc. 401(k) Plan · all filings	JOELTON, TN	Recordkeeper	107	$4.6M	$910	$0