Plans listing this provider
225
0.40% of the 56,420 plans with Schedule H financials; 204 in 2023
Providers › Fidelity Workplace Services LLC
Fidelity Workplace Services LLC
- Service provider, as named on Schedule C
- EIN 043532603
- Plan year 2024
- Direct compensation reported $10,496,995
Assets of those plans
$22,574,183,896
0.29% of all Schedule H plan assets
Plans where it is the recordkeeper
223
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$90.14
across 205 plans that pay it 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 |
|---|---|---|
| 64 | Recordkeeping fees | 222 |
| 65 | Account maintenance fees | 222 |
| 14 | Plan administrator | 214 |
| 24 | Trustee (discretionary) | 213 |
| 37 | Participant loan processing | 206 |
| 28 | Investment management | 203 |
| 60 | Sub-transfer agency fees | 116 |
| 71 | Securities brokerage commissions and fees | 17 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Nokia Savings/401(k) Plan | Alcatel-lucent USA | $9,831,470,000 | 24,381 | $544,363 |
| Halliburton Retirement and Savings Planrecordkeeper | Halliburton | $4,536,583,000 | 24,396 | $1,169,951 |
| Ricoh USA, Inc. Retirement Savings Planrecordkeeper | Ikon Office Solutions | $2,167,471,123 | 13,400 | $433,129 |
| Wealth Enhancement Group 401(k) Planrecordkeeper | Wealth Enhancement Group | $198,570,582 | 1,656 | $33,601 |
| Fidelity Advantage 401(k)recordkeeper | FMR | $184,569,399 | 8,425 | $1,300,779 |
| Fletcher Jones Automotive Group Employee 401(k) Retirement Planrecordkeeper | Fletcher Jones Management Group | $169,991,849 | 3,144 | $161,439 |
| The Cook & Boardman Group, LLC 401(k) Planrecordkeeper | Cook & Boardman Group | $120,103,129 | 2,071 | $166,656 |
| Roux Associates, Inc. Profit Sharing/401k Planrecordkeeper | Roux Associates | $109,579,313 | 549 | $-14,909 |
| MFA 401(k) Planrecordkeeper | MFA Benefits | $100,548,244 | 3,408 | $164,230 |
| Altus Group 401(k) Planrecordkeeper | Altus Group U.S. | $96,798,496 | 1,021 | $10,813 |
| American Furniture Warehouse 401(k) Planrecordkeeper | American Furniture Warehouse | $96,046,594 | 4,077 | $92,700 |
| Summit Electric Supply Co. 401k Planrecordkeeper | Summit Electric Supply | $94,516,794 | 957 | $21,022 |
| Pcna 401(k) Planrecordkeeper | Leedsworld | $84,146,422 | 2,115 | $203,167 |
| Mound Cotton Wollan & Greengrass LLP 401(k) Planrecordkeeper | Mound Cotton Wollan & Greengrass | $79,565,822 | 217 | $3,167 |
| MTG 401(k) Profit Sharing Plan and Trustrecordkeeper | Mission Technology Group (MTG) | $78,119,829 | 414 | $28,248 |
| Clean Energy 401(k) Planrecordkeeper | Clean Energy | $75,896,891 | 660 | $25,200 |
| Devoted Health 401(k) Retirement Planrecordkeeper | Devoted Health | $66,328,558 | 1,942 | $18,545 |
| Amsive LLC 401(k) Planrecordkeeper | Amsive | $65,753,979 | 792 | $63,336 |
| Cielo, Inc. 401(k) Planrecordkeeper | Cielo | $63,524,442 | 1,366 | $134,788 |
| Janus Research Group 401(k) Planrecordkeeper | Janus Research Group | $62,143,890 | 862 | $10,833 |
| XP Power LLC Retirement Savings Planrecordkeeper | XP Power | $58,068,173 | 628 | $46,130 |
| Marvin Engineering Co., Inc. 401(k) Planrecordkeeper | Marvin Engineering | $55,377,211 | 922 | $40,975 |
| Standard Sales Company, L.P. 401(k) Planrecordkeeper | Standard Sales | $55,011,482 | 877 | $-36,486 |
| Activecampaign 401k Planrecordkeeper | Activecampaign | $53,205,635 | 712 | $66,171 |
| Glen-gery Corporation 401(k) Planrecordkeeper | Glen-gery | $52,001,118 | 1,056 | $102,818 |
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.