Plans listing this provider
30
0.05% of the 56,420 plans with Schedule H financials; 31 in 2023
Providers › Fidelity Management & Research Comp
Fidelity Management & Research Comp
- Service provider, as named on Schedule C
- EIN 061194217
- Plan year 2024
- Direct compensation reported $19,767
Assets of those plans
$2,341,490,755
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$19,767
3% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 28 | Investment management | 29 |
| 52 | Investment management fees paid indirectly by plan | 29 |
| 19 | Custodial (securities) | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Eurofins Scientific, Inc. 401(k) Incentive Savings Plan | Eurofins NSC US | $1,276,792,552 | 19,375 | $0 |
| Stevens & Lee Savings Plan | Stevens & Lee | $281,223,608 | 546 | $0 |
| HB Global 401(k) Plan | HBG | $108,892,586 | 2,046 | $0 |
| York Building Products Co. Inc. Profit Sharing Plan and Trust | York Building Products | $100,652,013 | 621 | $0 |
| Peoples Security Bank 401(k) Profit Sharing Plan | Peoples Security Bank & Trust | $52,758,967 | 669 | $0 |
| Thomas, Thomas & Hafer, LLP Retirement Plan | Thomas Thomas & Hafer | $46,288,440 | 200 | $0 |
| First National Bank of Newtown Savings/incentive Plan | First National Bank & Trust Company of Newtown | $45,223,275 | 173 | $0 |
| Wyffels Hybrids, Inc. Employees' Profit Sharing and Savings Plan | Wyffels Hybrids | $43,129,303 | 315 | $19,767 |
| Schaedler Yesco Distribution Inc. 401(k) Plan | Schaedler Yesco Distribution | $40,565,042 | 483 | $0 |
| Lane's Retirement Savings and Pension Plan | Lane Enterprises Holdings | $35,098,834 | 511 | $0 |
| Listrak, Inc. 401(k) Plan | Listrak | $33,558,138 | 398 | $0 |
| Franklin Mutual Profit Sharing Plan | Franklin Mutual Insurance | $31,306,641 | 154 | $0 |
| Stewart & Tate Employees Profit Sharing Plan | Stewart & Tate | $27,937,886 | 303 | $0 |
| Knouse Foods Cooperative, Inc. Retirement Savings & Investment Plan | Knouse Foods Cooperative | $24,363,995 | 244 | $0 |
| J.W. Pepper & Son, Inc. 401(k) Savings and Investment Plan | J.W. Pepper & Son | $23,310,389 | 193 | $0 |
| Brubacher Excavating, Inc. 401(k) Profit Sharing Plan | Brubacher Excavating | $22,130,051 | 335 | $0 |
| Cargas Systems Inc 401k Plan | Cargas Systems | $18,410,137 | 205 | $0 |
| Pennsylvania Medical Society 401(k) Retirement Savings Plan | Pennsylvania Medical Society | $17,799,326 | 113 | $0 |
| Valco 401(k) Plan | Vallorbs Jewel | $16,673,401 | 228 | $0 |
| Retirement Savings and Investment Plan for Employees of Knouse Foods Cooperative, Inc. Collective Bargaining Units | Knouse Foods Cooperative | $15,320,486 | 576 | $0 |
| The Juniata Valley Bank 401(k) Plan | Juniata Valley Bank | $15,153,805 | 213 | $0 |
| Pennon Organization 401(k) Retirement Plan | Pennon Organization | $12,425,231 | 137 | $0 |
| AAA Mid States 401(k) Plan | AAA Mid States | $10,077,517 | 127 | $0 |
| The Northumberland National Bank 401(k) Plan | Northumberland National Bank | $8,771,587 | 136 | $0 |
| Heritage & EST 401(k) Plan | Eastern Shore Transport | $8,720,079 | 111 | $0 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.