Plan Ledger DOL Form 5500 · updated monthly

Fidelityrecordkeeper

Plans recordkept · plan year 2025 · page 3

Plans naming Fidelity · 2025
1,304

1,304 large plans named Fidelity on their 2025 Schedule C: 387 itemized it for recordkeeping, and 917 more listed it as a provider paid through fund revenue-sharing. The itemized plans cover — in assets. The client list below shows the itemized plans, where the relationship is explicit.

Plans recordkept by Fidelity387

Source: DOL Form 5500 Schedule C Part I, plan year 2025, service code 15. Related legal entities are grouped under the Fidelity brand.