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Fiam LLC

Matched across 5 name variants in the filings

Fiam LLC summary

Fiam LLC appears on 16 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $24.6B in assets for 258,530 participants. The median client plan holds $99.2M. Most client plans are sponsored in NY, NJ and TN. The largest clients by plan assets are Nokia of America Corporation, Wells Fargo & Company and Ernst & Young U.S. LLP. Plans reported $5.5M in direct and indirect compensation paid to Fiam LLC. The median is $231K per plan.

Participants
258,530
Median plan assets
$99.2M
Median plan participants
835
Median fees per plan
$231K
Schedule C direct + indirect

Top 16 client plans by assets

Latest Form 5500 filing per plan through 2024

Top client states

  • NY7 plans
  • NJ2 plans
  • TN2 plans
  • MI1 plan
  • MN1 plan

Frequently asked questions

Who uses Fiam LLC?
16 retirement plans list Fiam LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Nokia of America Corporation, Wells Fargo & Company, Ernst & Young U.S. LLP, Amica Mutual Insurance Company and American Express Company and Its Participating Subsidiaries. Most client plans are sponsored in NY, NJ and TN.
How many plans does Fiam LLC serve?
Fiam LLC serves 16 retirement plans with $24.6B in plan assets and 258,530 participants, based on the latest Form 5500 filings through 2024.
What does Fiam LLC charge?
Plans reported $5.5M in total Schedule C compensation paid to Fiam LLC. The median plan paid $231K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served16+5 YoYRank #1051 of mapped providers
Assets under administration$24.6B0.0%Rank #572 by share of filed assets
Fees received$5MMedian $230,515/planSum across Schedule C direct + indirect
Net wins YoY+34 won - 1 lostPlan-level switch detection

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