Fidelity Investment 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 Investment Institutional is reported as a service provider on 9 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 9 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,292,416 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $1,292,416
- Reported indirect compensation
- $0
- Total reported compensation
- $1,292,416
- Filings
- 9
- Plan sponsors
- 8
- 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 |
|---|---|---|---|
| Molson Coors Beverage Company Usa LLC | WI | 1 | $621,258 |
| Bd Of Trustees Iuoe Local 30 Annuity Fund | NY | 1 | $399,489 |
| Institute Of International Education, Inc. | NY | 1 | $85,047 |
| Peach State Federal Credit Union | GA | 1 | $64,999 |
| Quanex Building Products Corporation | TX | 2 | $62,655 |
| Clifford Chance Us Llp | NY | 1 | $24,730 |
| The Road Home | UT | 1 | $17,405 |
| Health Services, LLC | ID | 1 | $16,833 |
State footprint
Plans reporting Fidelity Investment Institutional are sponsored in NY (3), TX (2), GA (1), ID (1), UT (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Molson Coors Beverage Company Usa LLC | Molson Coors Pension Plan | 2023 | $621,258 | $0 |
| Bd Of Trustees Iuoe Local 30 Annuity Fund | Iuoe Local 30 Annuity Fund | 2023 | $399,489 | $0 |
| Institute Of International Education, Inc. | Institute Of International Education 403(B) Retirement Plan | 2023 | $85,047 | $0 |
| Peach State Federal Credit Union | Peach State Federal Credit Union 401(K) Profit Sharing Plan | 2023 | $64,999 | not reported in the loaded dataset |
| Quanex Building Products Corporation | Quanex Building Products Custom Components Salaried And Nonunion Employee 401(K) Plan | 2023 | $57,186 | $0 |
| Clifford Chance Us Llp | Clifford Chance Us Llp Tax-Deferred Savings And Profit-Sharing Plan I | 2023 | $24,730 | $0 |
| The Road Home | The Road Home 403(B)(7) Retirement Plan | 2023 | $17,405 | not reported in the loaded dataset |
| Health Services, LLC | Health Services, LLC 401(K) Plan | 2023 | $16,833 | $0 |
| Quanex Building Products Corporation | Quanex Building Products Salaried And Nonunion Employee 401 (K) Plan | 2023 | $5,469 | $0 |
Related Form 5500 pages
- Molson Coors Pension Plan (plan 001)
- Molson Coors Beverage Company Usa LLC — all reported plans
- Iuoe Local 30 Annuity Fund (plan 001)
- Bd Of Trustees Iuoe Local 30 Annuity Fund — all reported plans
- Institute Of International Education 403(B) Retirement Plan (plan 015)
- Institute Of International Education, Inc. — all reported plans
- Peach State Federal Credit Union 401(K) Profit Sharing Plan (plan 002)
- Peach State Federal Credit Union — all reported plans
- Quanex Building Products Custom Components Salaried And Nonunion Employee 401(K) Plan (plan 004)
- Quanex Building Products Corporation — all reported plans
- Clifford Chance Us Llp Tax-Deferred Savings And Profit-Sharing Plan I (plan 003)
- Clifford Chance Us Llp — all reported plans
- The Road Home 403(B)(7) Retirement Plan (plan 001)
- The Road Home — all reported plans
- Health Services, LLC 401(K) Plan (plan 001)
- Health Services, LLC — all reported plans
- Quanex Building Products Salaried And Nonunion Employee 401 (K) Plan (plan 002)
- Form 5500 Schedule C explained
- Methodology
- Data sources