Fidelity Personal Trust Company — 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 Personal Trust Company is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $96,290 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $96,290
- Reported indirect compensation
- $0
- Total reported compensation
- $96,290
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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 |
|---|---|---|---|
| Bowman Consulting Group, Ltd. | VA | 1 | $23,362 |
| Customink, LLC | VA | 1 | $20,155 |
| Holyoke Medical Center, Inc. | MA | 1 | $16,225 |
| Gelfand, Rennert & Feldman, LLC | CA | 1 | $10,858 |
| Jewish Federation Of South Palm Beach County, Inc. | FL | 1 | $10,334 |
| Lbmc, Pc | TN | 1 | $10,209 |
| Air Tiger Express Usa, Inc. | NY | 1 | $5,147 |
State footprint
Plans reporting Fidelity Personal Trust Company are sponsored in VA (2), CA (1), FL (1), MA (1), NY (1), TN (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Bowman Consulting Group, Ltd. | Bowman Consulting Group, Ltd. Retirement Plan | 2023 | $23,362 | not reported in the loaded dataset |
| Customink, LLC | Customink, LLC 401(K) Savings Plan | 2023 | $20,155 | not reported in the loaded dataset |
| Holyoke Medical Center, Inc. | Holyoke Medical Center, Inc. 403(B) Retirement Plan | 2023 | $16,225 | $0 |
| Gelfand, Rennert & Feldman, LLC | Gelfand, Rennert & Feldman 401(K) Profit Sharing Plan | 2023 | $10,858 | not reported in the loaded dataset |
| Jewish Federation Of South Palm Beach County, Inc. | Jewish Federation Of Spbc, Inc. 401(K) Plan | 2023 | $10,334 | not reported in the loaded dataset |
| Lbmc, Pc | Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan | 2023 | $10,209 | not reported in the loaded dataset |
| Air Tiger Express Usa, Inc. | Air Tiger Express (Usa), Inc. 401(K) Savings Plan | 2023 | $5,147 | not reported in the loaded dataset |
Related Form 5500 pages
- Bowman Consulting Group, Ltd. Retirement Plan (plan 001)
- Bowman Consulting Group, Ltd. — all reported plans
- Customink, LLC 401(K) Savings Plan (plan 002)
- Customink, LLC — all reported plans
- Holyoke Medical Center, Inc. 403(B) Retirement Plan (plan 002)
- Holyoke Medical Center, Inc. — all reported plans
- Gelfand, Rennert & Feldman 401(K) Profit Sharing Plan (plan 001)
- Gelfand, Rennert & Feldman, LLC — all reported plans
- Jewish Federation Of Spbc, Inc. 401(K) Plan (plan 001)
- Jewish Federation Of South Palm Beach County, Inc. — all reported plans
- Lattimore, Black, Morgan & Cain, P.C. Profit Sharing Plan (plan 001)
- Lbmc, Pc — all reported plans
- Air Tiger Express (Usa), Inc. 401(K) Savings Plan (plan 001)
- Air Tiger Express Usa, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources