Plans listing this provider
11
0.02% of the 56,420 plans with Schedule H financials; 12 in 2023
Providers › Fidelity Trust Company
Fidelity Trust Company
- Service provider, as named on Schedule C
- EIN 043511550
- Plan year 2024
- Direct compensation reported $147,407
Assets of those plans
$457,372,681
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
3
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$147,407
100% 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 |
|---|---|---|
| 19 | Custodial (securities) | 10 |
| 50 | Direct payment from the plan | 10 |
| 21 | Trustee (bank, trust company or similar) | 4 |
| 15 | Recordkeeping and information management | 3 |
| 59 | Shareholder servicing fees | 3 |
| 25 | Trustee (directed) | 1 |
| 27 | Investment advisory (plan) | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Nemak USA, Inc. Retirement Savings Plan | Nemak USA | $189,022,792 | 2,764 | $42,947 |
| Thai Summit America Corporation Profit Sharing & 401(k) Planrecordkeeper | Thai Summit America | $55,973,130 | 1,063 | $21,690 |
| Valsoft 401(k) Plan | Aspire USA | $54,423,950 | 756 | $8,116 |
| Star of the West Savings and Protection Planrecordkeeper | Star of the West Milling | $38,824,147 | 477 | $10,221 |
| ATA National Title Group, LLC 401(k) Profit Sharing Plan and Trust | ATA National Title Group | $24,664,994 | 411 | $7,915 |
| Kapco, Inc. 401(k) Profit Sharing Plan | Kapco | $22,862,624 | 614 | $7,334 |
| Park West Galleries, Inc. 401k Plan | Park West Galleries | $21,316,352 | 205 | $7,450 |
| Titan Technologies, LLC 401(k) Retirement Plan | Titan Technologies | $19,405,364 | 474 | $8,532 |
| Lintech Global Inc. 401(k) Profit Sharing Plan | Lintech Global | $17,827,613 | 320 | $9,319 |
| Continental Management 401(k) Planrecordkeeper | Continental Management | $13,051,715 | 515 | $10,207 |
| Franklin Energy and AM Conservation 401(k) Plan | AM Conservation Group | $0 | 0 | $13,676 |
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.