Fidelity Investments 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 Investments Institutional is reported as a service provider on 10,599 loaded Form 5500 filing(s) across 10,096 plan sponsor(s) and 10,547 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,779,373,759 and reported indirect compensation totals $1,048,292.
Reported compensation summary
- Reported direct compensation
- $1,779,373,759
- Reported indirect compensation
- $1,048,292
- Total reported compensation
- $1,780,422,051
- Filings
- 10,599
- Plan sponsors
- 10,096
- Plans
- 10,547
- 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 |
|---|---|---|---|
| Rpt Realty, Inc. | MI | 1 | $1,157,354,610 |
| At&T Inc. | TX | 4 | $27,915,224 |
| Northrop Grumman Corporation | VA | 10 | $20,466,347 |
| Verizon Communications Inc. | NJ | 5 | $14,398,951 |
| Ernst & Young U.S. Llp | NJ | 1 | $5,228,063 |
| Amazon.Com Services,LLC | WA | 1 | $4,703,877 |
| American Airlines, Inc. - Retirement | TX | 2 | $4,472,506 |
| Providence Health & Services | WA | 2 | $4,366,491 |
| Compass Group Usa, Inc. | NC | 1 | $3,892,700 |
| Whole Foods Market, Inc. | TX | 1 | $3,852,479 |
State footprint
Plans reporting Fidelity Investments Institutional are sponsored in CA (1,520), TX (929), NY (836), MA (625), IL (560), OH (468), PA (371), MI (370), VA (340), FL (326), NJ (319), GA (274).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Rpt Realty, Inc. | Rpt Realty, Inc. 401(K) Plan | 2023 | $1,157,327,305 | not reported in the loaded dataset |
| At&T Inc. | Sbc Master Pension Trust | 2023 | $17,201,000 | $0 |
| At&T Inc. | At&T Retirement Savings Plan | 2023 | $9,316,000 | $874,267 |
| Verizon Communications Inc. | Verizon Master Savings Trust | 2023 | $10,065,291 | $0 |
| Northrop Grumman Corporation | Northrop Grumman Corp Group Benefits Plan | 2023 | $5,484,063 | not reported in the loaded dataset |
| Ernst & Young U.S. Llp | Ernst & Young Retirement Savings Plan | 2023 | $5,228,063 | $0 |
| Northrop Grumman Corporation | Northrop Grumman Pension Plan | 2023 | $5,119,963 | not reported in the loaded dataset |
| Northrop Grumman Corporation | Northrop Grumman Savings Plan | 2023 | $5,059,335 | $0 |
| Amazon.Com Services,LLC | A Single-Employer Plan | 2023 | $4,703,877 | $0 |
| Compass Group Usa, Inc. | Compass Group Retirement Plan | 2023 | $3,892,700 | $0 |
| Whole Foods Market, Inc. | Whole Foods Market Growing Your Future 401(K) Plan | 2023 | $3,852,479 | $0 |
| Albertsons Companies, Inc. | Albertsons Companies 401(K) Plan | 2023 | $3,789,760 | not reported in the loaded dataset |
| American Airlines, Inc. - Retirement | American Airlines, Inc. 401(K) Plan | 2023 | $3,706,996 | not reported in the loaded dataset |
| Providence Health & Services | 401(K) Savings Plan | 2023 | $3,675,821 | not reported in the loaded dataset |
| Verizon Communications Inc. | Verizon Savings Plan For Management Employees | 2023 | $3,583,984 | not reported in the loaded dataset |
| Tenet Healthcare Corporation | Tenet Healthcare Corporation 401(K) Retirement Savings Plan | 2023 | $3,210,196 | $0 |
| Northrop Grumman Corporation | Ng Space&Mission Systems Corp Salaried Pension Pla | 2023 | $3,098,290 | not reported in the loaded dataset |
| Tesla, Inc. | Tesla, Inc. 401(K) Plan | 2023 | $2,837,071 | $0 |
| Duke University | The Duke University Faculty And Staff Retirement Plan | 2023 | $2,718,932 | $0 |
| O'Reilly Automotive, Inc. | O'Reilly Automotive, Inc. Profit Sharing And Savings Plan | 2023 | $2,638,890 | $0 |
| Starbucks Corporation | Starbucks Corporation 401(K) Plan | 2023 | $2,471,062 | not reported in the loaded dataset |
| Universal Health Services, Inc. | Universal Health Services, Inc. Retirement Savings Plan | 2023 | $2,421,240 | $0 |
| Novant Health, Inc. | Tax Deferred Savings Plan Of Novant Health, Inc. | 2023 | $2,377,379 | $0 |
| Ath Holding Company, LLC | Elevance Health 401(K) Plan | 2023 | $2,294,437 | $0 |
| T-Mobile Usa, Inc. | T-Mobile Usa, Inc. 401(K) Retirement Savings Plan & Trust | 2023 | $2,283,570 | $0 |
| Delta Air Lines, Inc. | Delta 401(K) Retirement Plan | 2023 | $2,225,300 | $0 |
| Annett Holdings Inc | Annett Holdings, Inc. Employee Savings And Profit Sharing Plan | 2023 | $2,094,294 | $0 |
| Sysco Corporation | Sysco Corporation Employees' 401(K) Plan | 2023 | $2,006,898 | not reported in the loaded dataset |
| Toyota Motor North America, Inc | Toyota Motor North America, Inc. Retirement Savings Plan | 2023 | $1,901,776 | $0 |
| Textron Inc. | Textron Savings Plan | 2023 | $1,891,441 | $0 |
| Piedmont Healthcare, Inc. | Piedmont Healthcare, Inc. 401(K) Tomorrowplan | 2023 | $1,839,568 | $0 |
| Centene Corporation | Centene Management Corporation Retirement Plan | 2023 | $1,829,095 | $0 |
| Allina Health System | Allina 401k Retirement Savings Plan | 2023 | $1,769,249 | $0 |
| National Medical Care, Inc. | Fresenius Medical Care North America 401 (K) Savings Plan | 2023 | $1,763,739 | $0 |
| Sutter Health | Sutter Health 403(B) Savings Plan | 2023 | $1,721,317 | $0 |
| Boehringer Ingelheim Usa Corporation | Boehringer Ingelheim Usa Corporation Master Investment Trust | 2023 | $1,660,802 | $0 |
| University Hospitals Health System | University Hospitals Health System 403(B) Matched Retirement Savings Plan | 2023 | $1,653,612 | $0 |
| William Beaumont Hospital | Beaumont Health 403(B) Retirement Savings Plan | 2023 | $1,569,016 | $0 |
| Quest Diagnostics Clinical Laboratories, Inc. | The Quest Diagnostics Profit Sharing Plan | 2023 | $1,560,000 | $0 |
| Parker Hannifin Corporation | Parker Retirement Savings Plan | 2023 | $1,539,070 | $0 |
| Mars, Incorporated | Mars Veterinary Health 401(K) Savings Plan | 2023 | $1,474,501 | not reported in the loaded dataset |
| Baycare Health System | Baycare Health System Retirement Plan | 2023 | $1,456,632 | $0 |
| Trane Technologies Company LLC | Trane Technologies Employee Savings Plan Master Trust | 2023 | $1,435,931 | $0 |
| Vanderbilt University Medical Center | Vanderbilt University Medical Center Retirement Plan | 2023 | $1,425,886 | $0 |
| Oracle Corporation | Oracle Corporation 401(K) Savings And Investment Plan | 2023 | $1,405,257 | $0 |
| Fairview Health Services | Fairview Health Services 403b Plan | 2023 | $1,388,280 | $0 |
| Select Medical Corporation | Select Medical Corporation 401(K) Plan | 2023 | $1,369,845 | $0 |
| Iowa Health System | Iowa Health System Section 401(K) Retirement Savings Plan | 2023 | $1,369,288 | $0 |
| Halliburton Company | Halliburton Retirement And Savings Plan | 2023 | $1,337,882 | not reported in the loaded dataset |
| Microsoft Corporation | Microsoft Corporation Savings Plus 401k Plan | 2023 | $1,335,179 | $0 |
Related Form 5500 pages
- Rpt Realty, Inc. 401(K) Plan (plan 001)
- Rpt Realty, Inc. — all reported plans
- Sbc Master Pension Trust (plan 020)
- At&T Inc. — all reported plans
- At&T Retirement Savings Plan (plan 009)
- Verizon Master Savings Trust (plan 020)
- Verizon Communications Inc. — all reported plans
- Northrop Grumman Corp Group Benefits Plan (plan 501)
- Northrop Grumman Corporation — all reported plans
- Ernst & Young Retirement Savings Plan (plan 112)
- Ernst & Young U.S. Llp — all reported plans
- Northrop Grumman Pension Plan (plan 030)
- Northrop Grumman Savings Plan (plan 011)
- A Single-Employer Plan (plan 001)
- Amazon.Com Services,LLC — all reported plans
- Compass Group Retirement Plan (plan 007)
- Compass Group Usa, Inc. — all reported plans
- Whole Foods Market Growing Your Future 401(K) Plan (plan 002)
- Whole Foods Market, Inc. — all reported plans
- Albertsons Companies 401(K) Plan (plan 002)
- Albertsons Companies, Inc. — all reported plans
- American Airlines, Inc. 401(K) Plan (plan 013)
- American Airlines, Inc. - Retirement — all reported plans
- 401(K) Savings Plan (plan 010)
- Providence Health & Services — all reported plans
- Verizon Savings Plan For Management Employees (plan 102)
- Tenet Healthcare Corporation 401(K) Retirement Savings Plan (plan 335)
- Tenet Healthcare Corporation — all reported plans
- Ng Space&Mission Systems Corp Salaried Pension Pla (plan 007)
- Tesla, Inc. 401(K) Plan (plan 001)
- Tesla, Inc. — all reported plans
- The Duke University Faculty And Staff Retirement Plan (plan 001)
- Duke University — all reported plans
- O'Reilly Automotive, Inc. Profit Sharing And Savings Plan (plan 002)
- O'Reilly Automotive, Inc. — all reported plans
- Starbucks Corporation 401(K) Plan (plan 001)
- Starbucks Corporation — all reported plans
- Universal Health Services, Inc. Retirement Savings Plan (plan 001)
- Universal Health Services, Inc. — all reported plans
- Tax Deferred Savings Plan Of Novant Health, Inc. (plan 003)
- Novant Health, Inc. — all reported plans
- Elevance Health 401(K) Plan (plan 003)
- Ath Holding Company, LLC — all reported plans
- T-Mobile Usa, Inc. 401(K) Retirement Savings Plan & Trust (plan 001)
- T-Mobile Usa, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources