Fidelity Brokerage Services 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 Brokerage Services LLC is reported as a service provider on 8 loaded Form 5500 filing(s) across 8 plan sponsor(s) and 8 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $153,578 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$153,578
Reported indirect compensation
$0
Total reported compensation
$153,578
Filings
8
Plan sponsors
8
Plans
8
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

Plan sponsors reporting the most compensation to Fidelity Brokerage Services LLC
SponsorStatePlansReported compensation
Orthopedic Surgeons Of Wisconsin, S.C.WI1$34,421
Winchester Cardiology & Vascular Medicine, P.C.VA1$32,344
Missouri Cardiovascular Specialists, LlpMO1$30,504
South Plains Financial, Inc.TX1$24,598
Hilty'S International, Inc. Dba Hilty'S Electrical ContractingAZ1$23,159
Asbestos Workers Local 84 PensionIN1$8,552
Columbia Reduction CompanyPA1$0
Gastroenterology Specialties, P.C.NE1$0

State footprint

Plans reporting Fidelity Brokerage Services LLC are sponsored in AZ (1), IN (1), MO (1), NE (1), PA (1), TX (1), VA (1), WI (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Orthopedic Surgeons Of Wisconsin, S.C.Orthopedic Surgeons Of Wisconsin, S.C. Retirement Plan2023$34,421not reported in the loaded dataset
Winchester Cardiology & Vascular Medicine, P.C.Winchester Cardiology And Vascular Medicine, P. C. 401(K) Profit Sharing Plan2023$32,344not reported in the loaded dataset
Missouri Cardiovascular Specialists, LlpMissouri Cardiovascular Specialists, Llp 401(K) Profit Sharing Plan2023$30,504not reported in the loaded dataset
South Plains Financial, Inc.City Bank 401(K) Plan2023$24,598not reported in the loaded dataset
Hilty'S International, Inc. Dba Hilty'S Electrical ContractingHilty'S International, Inc. Dba Hilty'S Electrical Contracting Profit Sharing Plan2023$23,159not reported in the loaded dataset
Asbestos Workers Local 84 PensionAsbestos Workers Local 84 Pension Plan2023$8,552not reported in the loaded dataset
Columbia Reduction CompanyColonial Metals Company Retirement Income Plan2023$0$0
Gastroenterology Specialties, P.C.Gastroenterology Specialties, P.C.Safe Harbor 401(K) Profit Sharing Plan2023not reported in the loaded datasetnot reported in the loaded dataset

Related Form 5500 pages