Fidelity Institutional — 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 Institutional 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 $38,678 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $38,678
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $38,678
- 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 |
|---|---|---|---|
| Hni Corporation | IA | 1 | $14,500 |
| Fiscalnote, Inc. | DC | 1 | $14,042 |
| Curtis, Mallet-Prevost,Colt & Mosle Llp | NY | 1 | $10,136 |
State footprint
Plans reporting Fidelity Institutional are sponsored in DC (1), IA (1), NY (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Hni Corporation | Corry Jamestown And Holga Pension Plan B | 2023 | $14,500 | not reported in the loaded dataset |
| Fiscalnote, Inc. | Fiscalnote 401(K) Retirement Plan | 2023 | $14,042 | not reported in the loaded dataset |
| Curtis, Mallet-Prevost,Colt & Mosle Llp | Curtis, Mallet-Prevost, Colt & Mosle Llp 401(K) Plan For Associates, Staff And Partners | 2023 | $10,136 | not reported in the loaded dataset |
Related Form 5500 pages
- Corry Jamestown And Holga Pension Plan B (plan 014)
- Hni Corporation — all reported plans
- Fiscalnote 401(K) Retirement Plan (plan 001)
- Fiscalnote, Inc. — all reported plans
- Curtis, Mallet-Prevost, Colt & Mosle Llp 401(K) Plan For Associates, Staff And Partners (plan 003)
- Curtis, Mallet-Prevost,Colt & Mosle Llp — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources