Fid Inst Asset Mgmt Trust Co — 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, Fid Inst Asset Mgmt Trust Co is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $557,960 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $557,960
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $557,960
- Filings
- 3
- Plan sponsors
- 3
- 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 |
|---|---|---|---|
| Unify Financial Credit Union | CA | 1 | $350,411 |
| Generations Community Federal Credit Union | TX | 1 | $106,820 |
| Blue Diamond Growers | CA | 1 | $100,729 |
State footprint
Plans reporting Fid Inst Asset Mgmt Trust Co are sponsored in CA (2), TX (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Unify Financial Credit Union | Unify Financial Credit Union Pension Plan | 2023 | $350,411 | not reported in the loaded dataset |
| Generations Community Federal Credit Union | Generations Community Federal Credit Union Retirement Pension Plan | 2023 | $106,820 | not reported in the loaded dataset |
| Blue Diamond Growers | Blue Diamond Growers Employees Pension Plan | 2023 | $100,729 | not reported in the loaded dataset |
Related Form 5500 pages
- Unify Financial Credit Union Pension Plan (plan 001)
- Unify Financial Credit Union — all reported plans
- Generations Community Federal Credit Union Retirement Pension Plan (plan 022)
- Generations Community Federal Credit Union — all reported plans
- Blue Diamond Growers Employees Pension Plan (plan 001)
- Blue Diamond Growers — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources