Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
FIDELITY MORTGAGE LENDERS, INC.
EIN 95-2682899financial servicesLatest filing 2025
Plans
3
Retirement
3
$9.0M assets
Welfare
0
Participants
41
11952 WILSHIRE BLVD. - LOS ANGELES, CA 900256608310-820-4300fidelityca.comLinkedIn11-50 employeesfinancial services
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $9.0M assets / 41 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
FIDELITY MORTGAGE LENDERS, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$6.4M
Participants19
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
FIDELITY MORTGAGE LENDERS, INC. PENSION PLAN
CashBalance
Assets$1.7M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#006
FIDELITY MORTGAGE LENDERS, INC. 401(K) PLAN
401k
Assets$920K
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | FIDELITY MORTGAGE LENDERS, INC. PROFIT SHARING PLAN | ProfitSharing | $6.4M | 19 | 2024 | |
| 005 | FIDELITY MORTGAGE LENDERS, INC. PENSION PLAN | CashBalance | $1.7M | 6 | 2025 | |
| 006 | FIDELITY MORTGAGE LENDERS, INC. 401(K) PLAN | 401k | $920K | 16 | 2025 |
Retirement plans