Fidelity Companies Employee Retirement Plan
Sponsored by Fidelity Bank · EIN 480630879 · Plan #001
- Total assets
- $57.2M
- Net assets
- $57.2M
- Active participants
- 437
- With balances
- 576
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Resources Investment Advisors | Investment advisory (plan), Investment management | $79,791 |
| John Hancock | Recordkeeping, Recordkeeping fees, Participant loan processing | $65,975 |
| Forvis Mazars | Accounting | $23,231 |