Fidelity Invest Institutional — 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 Invest Institutional is reported as a service provider on 3 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $586,341 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $586,341
- Reported indirect compensation
- $0
- Total reported compensation
- $586,341
- Filings
- 3
- Plan sponsors
- 2
- Plans
- 3
- 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 |
|---|---|---|---|
| Spire Missouri Inc. | MO | 2 | $570,358 |
| Highroads, Inc. | MA | 1 | $15,983 |
State footprint
Plans reporting Fidelity Invest Institutional are sponsored in MO (2), MA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Spire Missouri Inc. | The Spire Missouri Retirement Income Trust | 2023 | $323,441 | not reported in the loaded dataset |
| Spire Missouri Inc. | Spire Missouri Employees' Retirement Plan | 2023 | $246,917 | not reported in the loaded dataset |
| Highroads, Inc. | Highroads, Inc. 401(K) Plan | 2023 | $15,983 | $0 |