Fidelity Profit Sharing Plan An Esop
Sponsored by Fidelity Bank & Trust · EIN 420388390 · Plan #001
- Total assets
- $27.0M
- Net assets
- $27.0M
- Active participants
- 228
- With balances
- 254
Plan year beginning 01/01/2024 · Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bcc Advisors | Consulting (pension), Consulting fees | $10,800 |
| Newport | Consulting (pension), Consulting fees | $8,181 |
| Bac | Accounting, Consulting fees | $7,250 |