· 2022–2024 · DOL EFAST2
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FIDELTY INVESTMENTS INSTITUTIONAL
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
1
Active participants
718
Total plan assets
$41.4M
Filings (rows)
1
Direct comp
$13K
Indirect comp
$0
Showing only "FIDELTY INVESTMENTS INSTITUTIONAL"
View all 3 variants aggregated →
FIDELTY INVESTMENTS INST OP CO
2
FIDELTY INVESTMENTS
2
FIDELTY INVESTMENTS INSTITUTIONAL
1
SERVICES PROVIDED
Other service providers
1
Plans served
All 1 plans
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(1)
Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
JIM BEAM BRANDS CO.
JIM BEAM BRANDS COMPANY UNION 401(K) PLAN
CHICAGO, IL
Other service providers
718
$41.4M
$13K
$0
FIDELTY INVESTMENTS INSTITUTIONAL — Form 5500 Service Provider Profile | Form 5500 Search