Fidelity Investment — 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 Investment is reported as a service provider on 6 loaded Form 5500 filing(s) across 6 plan sponsor(s) and 6 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $996,491 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $996,491
- Reported indirect compensation
- $0
- Total reported compensation
- $996,491
- Filings
- 6
- Plan sponsors
- 6
- Plans
- 6
- 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 |
|---|---|---|---|
| The Queen'S Health Systems | HI | 1 | $608,869 |
| Brown Brothers Harriman & Co. | NY | 1 | $303,167 |
| Middlesex School | MA | 1 | $35,659 |
| Local 463 Pension Fund Board Of Trustees | NY | 1 | $34,495 |
| Matrix Design Group, Inc. | CO | 1 | $14,061 |
| Tabor Academy | MA | 1 | $240 |
State footprint
Plans reporting Fidelity Investment are sponsored in MA (2), NY (2), CO (1), HI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| The Queen'S Health Systems | The Queen'S Health Systems Pension Plan | 2023 | $608,869 | not reported in the loaded dataset |
| Brown Brothers Harriman & Co. | Cash Balance Retirement Plan Of Brown Brothers Harriman & Co. | 2023 | $303,167 | not reported in the loaded dataset |
| Middlesex School | Middlesex School Pension Account | 2023 | $35,659 | $0 |
| Local 463 Pension Fund Board Of Trustees | Local 463 Pension Fund | 2023 | $34,495 | $0 |
| Matrix Design Group, Inc. | Matrix Design Group, Inc. Employee Stock Ownership Plan | 2023 | $14,061 | not reported in the loaded dataset |
| Tabor Academy | Tabor Academy Defined Contribution Plan | 2023 | $240 | not reported in the loaded dataset |
Related Form 5500 pages
- The Queen'S Health Systems Pension Plan (plan 001)
- The Queen'S Health Systems — all reported plans
- Cash Balance Retirement Plan Of Brown Brothers Harriman & Co. (plan 001)
- Brown Brothers Harriman & Co. — all reported plans
- Middlesex School Pension Account (plan 005)
- Middlesex School — all reported plans
- Local 463 Pension Fund (plan 001)
- Local 463 Pension Fund Board Of Trustees — all reported plans
- Matrix Design Group, Inc. Employee Stock Ownership Plan (plan 002)
- Matrix Design Group, Inc. — all reported plans
- Tabor Academy Defined Contribution Plan (plan 002)
- Tabor Academy — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources