Fidelity Inv. Inst. Op. Co., Inc. — 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 Inv. Inst. Op. Co., Inc. is reported as a service provider on 9 loaded Form 5500 filing(s) across 9 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $328,425 and reported indirect compensation totals $197,316.
Reported compensation summary
- Reported direct compensation
- $328,425
- Reported indirect compensation
- $197,316
- Total reported compensation
- $525,741
- Filings
- 9
- Plan sponsors
- 9
- Plans
- 9
- 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 |
|---|---|---|---|
| Mass General Brigham Incorporated | MA | 1 | $723,108 |
| The Chamberlain Group LLC | IL | 1 | $163,652 |
| Aerotech, Inc. | PA | 1 | $58,749 |
| The Entwistle Company | MA | 1 | $1,838 |
| Hampden-Sydney College | VA | 1 | $735 |
| The Bishop'S School | CA | 1 | $290 |
| Zamorano University | — | 1 | $210 |
| Mayo Holding Company | MN | 1 | -$90,506 |
| Trustees Of Boston College | MA | 1 | -$332,335 |
State footprint
Plans reporting Fidelity Inv. Inst. Op. Co., Inc. are sponsored in MA (3), CA (1), IL (1), MN (1), PA (1), VA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Mass General Brigham Incorporated | Consolidated 403(B) Program Of Mass General Brigham And Member Organizations | 2023 | $723,108 | not reported in the loaded dataset |
| The Chamberlain Group LLC | Chamberlain 401(K) Plan | 2023 | $163,652 | $0 |
| Aerotech, Inc. | Aerotech, Inc. 401(K) Plan | 2023 | $58,749 | $0 |
| The Entwistle Company | Entwistle Company Employee 401(K) Savings Plan | 2023 | $1,838 | $0 |
| Hampden-Sydney College | Hampden-Sydney College Defined Contribution Retirement Plan | 2023 | $735 | $0 |
| The Bishop'S School | The Bishop'S School 403(B) Plan | 2023 | $290 | $0 |
| Zamorano University | Zamorano Escuela Agricola | 2023 | $210 | $0 |
| Mayo Holding Company | Mayo Retirement Savings Plan | 2023 | -$287,822 | $197,316 |
| Trustees Of Boston College | The Boston College 401(K) Retirement Plan Ii | 2023 | -$332,335 | $0 |
Related Form 5500 pages
- Consolidated 403(B) Program Of Mass General Brigham And Member Organizations (plan 010)
- Mass General Brigham Incorporated — all reported plans
- Chamberlain 401(K) Plan (plan 007)
- The Chamberlain Group LLC — all reported plans
- Aerotech, Inc. 401(K) Plan (plan 002)
- Aerotech, Inc. — all reported plans
- Entwistle Company Employee 401(K) Savings Plan (plan 002)
- The Entwistle Company — all reported plans
- Hampden-Sydney College Defined Contribution Retirement Plan (plan 001)
- Hampden-Sydney College — all reported plans
- The Bishop'S School 403(B) Plan (plan 001)
- The Bishop'S School — all reported plans
- Zamorano Escuela Agricola (plan 001)
- Zamorano University — all reported plans
- Mayo Retirement Savings Plan (plan 003)
- Mayo Holding Company — all reported plans
- The Boston College 401(K) Retirement Plan Ii (plan 002)
- Trustees Of Boston College — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources