Fidelity Investments Inst Op Co LLC — 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 Investments Inst Op Co LLC 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 $1,451,596 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$1.5MDirect + indirect, across loaded filings$1,451,596
Plans served9
Plan sponsors9
Filings9
Direct vs. indirect compensation
Direct compensation$1.5M
Indirect compensation$0

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation57%Petsmart, Inc.
Top state share of plans22%FL
Plan sponsors served9
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Fidelity Investments Inst Op Co LLC. Bars show relative scale.

  1. 1
    AZ · 1 plan(s)
  2. 2
    IL · 1 plan(s)
  3. 3
    OH · 1 plan(s)
  4. 4
    ME · 1 plan(s)
  5. 5
  6. 6
    FL · 1 plan(s)
  7. 7
    NY · 1 plan(s)
  8. 8
    FL · 1 plan(s)
  9. 9
    NM · 1 plan(s)
Geographic reach

State footprint

States where plans reporting Fidelity Investments Inst Op Co LLC are sponsored, by plan count.

  1. 1
    FL2 plan(s)
  2. 2
    IL1 plan(s)
  3. 3
    MA1 plan(s)
  4. 4
    ME1 plan(s)
  5. 5
    NM1 plan(s)
  6. 6
    NY1 plan(s)
  7. 7
    AZ1 plan(s)
  8. 8
    OH1 plan(s)

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Petsmart, Inc.Petsmart, Inc. Savesmart 401(K) Plan2023$828,062$0
Chicago Mercantile Exchange, Inc.Chicago Mercantile Exchange, Inc. 401(K) Savings Plan2023$229,919$0
Owens CorningOwens Corning Savings Plan2023$196,029$0
Pine State Trading Co.Pine State Trading Co. 401(K) Retirement Savings Plan2023$69,411$0
Mintz Levin Cohn Ferris Glovsky And Popeo PcMintz Levin Cohn Ferris Glovsky And Popeo Savings And Retirement Plan2023$59,094$0
University Of MiamiRetirement Savings Plan Iii2023$57,283$0
Community Based Services, Inc.Community Based Services, Inc. 401(K) Profit Sharing Plan2023$10,735not reported in the loaded dataset
Gen Media Partners LLCGen Media Partners LLC 401k Plan2023$675$0
Albuquerque AcademyAlbuquerque Academy Retirement Plan2023$388$0

Related Form 5500 pages