AUMdb

Fidelity National Information Services, Inc. 401(k) Profit Sharing Plan

Sponsored by Fidelity National Information Services, Inc. · EIN 371490331 · Plan #001

Total assets
$4.7B
Net assets
$4.7B
Active participants
18,321
With balances
29,546

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024
Newport Group Consulting, Llc CRD 140944 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Strategic Advisors, Inc. Investment advisory (plan) $938,018
Newport Group Consulting, Llc Investment advisory (plan) $226,957
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $128,962
Barnes Dennig Accounting $27,500
Smith, Gambrell & Russell, Llp Legal $21,102