Fidelity Institutional Asset — Form 5500 Schedule C service provider compensation
Reported service provider summary
According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fidelity Institutional Asset is reported as a service provider on 6 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $281,465 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $281,465
- Reported indirect compensation
- $0
- Total reported compensation
- $281,465
- Filings
- 6
- Plan sponsors
- 5
- Plans
- 6
- Latest filing year
- 2023
Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.
Top plan sponsors by reported compensation
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| American Water Works Co., Inc. | NJ | 2 | $145,098 |
| The Colonial Williamsburg Foundation | VA | 1 | $92,967 |
| Institution For Savings In Newburyport | MA | 1 | $19,142 |
| Cooperative Banks Employees Retirement Association | MA | 1 | $18,186 |
| Adams Community Bank | MA | 1 | $6,072 |
State footprint
Plans reporting Fidelity Institutional Asset are sponsored in MA (3), NJ (2), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| American Water Works Co., Inc. | Pension Plan For Employees Of American Water Works Company, Inc. & Its Designated Subsidiaries | 2023 | $131,659 | not reported in the loaded dataset |
| The Colonial Williamsburg Foundation | The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation | 2023 | $92,967 | $0 |
| Institution For Savings In Newburyport | The Defined Benefit Plan Of The Institution For Savings In Newburyport | 2023 | $19,142 | $0 |
| Cooperative Banks Employees Retirement Association | Cbera Plan C | 2023 | $18,186 | $0 |
| American Water Works Co., Inc. | Pension Plan For Certain Inactive Participants Of American Water Works Company, Inc. And Its Designa | 2023 | $13,439 | not reported in the loaded dataset |
| Adams Community Bank | The Defined Benefit Plan Of Adams Community Bank | 2023 | $6,072 | $0 |
Related Form 5500 pages
- Pension Plan For Employees Of American Water Works Company, Inc. & Its Designated Subsidiaries (plan 001)
- American Water Works Co., Inc. — all reported plans
- The Retirement Income Plan For Employees Of The Colonial Williamsburg Foundation (plan 001)
- The Colonial Williamsburg Foundation — all reported plans
- The Defined Benefit Plan Of The Institution For Savings In Newburyport (plan 001)
- Institution For Savings In Newburyport — all reported plans
- Cbera Plan C (plan 334)
- Cooperative Banks Employees Retirement Association — all reported plans
- Pension Plan For Certain Inactive Participants Of American Water Works Company, Inc. And Its Designa (plan 004)
- The Defined Benefit Plan Of Adams Community Bank (plan 001)
- Adams Community Bank — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources