Fidelity Money Purchase Plan
Sponsored by Fidelity Bank & Trust · EIN 420388390 · Plan #002
- Total assets
- $9.5M
- Net assets
- $9.5M
- Active participants
- 228
- With balances
- 254
Plan year beginning 01/01/2024 · Money purchase
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 |
|---|---|---|
| Newport | Other services, Direct payment from the plan | $8,181 |
| Bac | Other services, Direct payment from the plan | $7,250 |