The Fidelity National Financial Group 401(k) Profit Sharing Plan
Sponsored by Fidelity National Financial, Inc. · EIN 161725106 · Plan #001
- Total assets
- $3.0B
- Net assets
- $3.0B
- Active participants
- 18,305
- With balances
- 22,798
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $1,554,811 |
| Smith, Gambrell & Russell, Llp | Legal, Direct payment from the plan | $63,348 |
| Morningstar Investment Mgmt Llc | Investment advisory (participants), Consulting fees | $0 |