Browse Form 5500 service providers
Service providers by plan reach
These are the 50 Form 5500 Schedule C service providers reported across the most loaded benefit plans — recordkeepers, advisers, insurers, auditors, and administrators. Reach (plans served) is a measure of how widely a provider appears in the data. Select a provider to see its full profile: sponsors served, plans, state footprint, and reported compensation.
Providers ranked50
Loaded providers48,912
Widest reachFidelity Investments Institutional10,547 plans served
Top 50 · by plans served
Most-active service providers
Number of loaded plans each provider is reported on. Bars show relative reach.
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Top providers by compensation → · Search all providers → · What is Schedule C? →
Frequently asked questions
- What is a Form 5500 service provider?
- A service provider is a firm a benefit plan pays for services — recordkeeping, investment advice, insurance, auditing, legal, or administration. Plans disclose them, and their compensation, on Schedule C of the Form 5500.
- How are providers ranked here?
- This browse index lists the top 50 providers by plan reach — the number of loaded plans each is reported on, led by Fidelity Investments Institutional with 10,547 plans. To rank by reported compensation in dollars instead, see the top providers by compensation.