Fidelitas, Llc 401(k) Plan
Sponsored by Fidelitas, Llc · EIN 742957200 · Plan #001 · Boerne, TX
- Total assets
- $8.4M
- Net assets
- $8.4M
- Active participants
- 169
- With balances
- 159
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Management Trust Company | Plan administrator, Trustee (discretionary), Investment management | $33,239 |