Filings through .
Fid Mgmt Trust Co
Matched across 5 name variants in the filings
Fid Mgmt Trust Co at a glance
Fid Mgmt Trust Co appears on 32 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $29.0B in assets for 104,015 participants. The median client plan holds $44.9M. Most client plans are sponsored in CA, OH and WI. The largest clients by plan assets are Liberty Mutual Group Inc., Shell USA, Inc. and California Water Service Company. Plans reported $9.5M in direct and indirect compensation paid to Fid Mgmt Trust Co, a median of $151K per plan.
- Participants
- 104,015
- Median plan assets
- $44.9M
- Median plan participants
- 566
- Median fees per plan
- $151K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Liberty Mutual Group Inc. | MA | $12.7B | 48,393 |
| Shell USA, Inc. | TX | $12.5B | 22,944 |
| California Water Service Company | CA | $981M | 2,492 |
| Avient Corporation | OH | $344M | 3,415 |
| Rayonier Advanced Materials Inc. | FL | $336M | 2,253 |
| Northwest Natural Gas Company | OR | $325M | 1,481 |
| Oge Energy Corp. | OK | $293M | 2,209 |
| Catholic Healthcare Trust | NH | $243M | 1,931 |
| The Carle Foundation | IL | $223M | 2,590 |
| Southern States Cooperative, Inc. | VA | $195M | 2,996 |
| Meriter Health Services, Inc. | WI | $192M | 2,430 |
| CSC Holdings, LLC | NY | $152M | 4,409 |
| Blue Diamond Growers | CA | $103M | 703 |
| Copyright Clearance Center Inc. | MA | $59.3M | 220 |
| Spirax Sarco, Inc. | SC | $59.2M | 521 |
| The Belden Brick Company, LLC | OH | $47.2M | 540 |
| Neenah Foundry Company | WI | $42.6M | 686 |
| Christie's Inc. | NY | $42.4M | 499 |
| Generations Community Federal Credit Union | TX | $30.6M | 298 |
| Corporation of the Fine Arts Museums | CA | $28.5M | 151 |
| Doner Partners LLC | MI | $24.1M | 399 |
| United Conveyor, LLC | IL | $23.1M | 303 |
| Yorozu Automotive Tennessee, Inc. | TN | $18.8M | 592 |
| Oerlikon USA Holding, Inc. | PA | $16.0M | 294 |
| Bluescope Coated Products, LLC | MO | $12.7M | 95 |
Top client states
- CA4 plans
- OH4 plans
- WI3 plans
- IL2 plans
- MA2 plans
Frequently asked questions
- Who uses Fid Mgmt Trust Co?
- 32 retirement plans list Fid Mgmt Trust Co as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Liberty Mutual Group Inc., Shell USA, Inc., California Water Service Company, Avient Corporation and Rayonier Advanced Materials Inc.. Most client plans are sponsored in CA, OH and WI.
- How many plans does Fid Mgmt Trust Co serve?
- Fid Mgmt Trust Co serves 32 retirement plans with $29.0B in plan assets and 104,015 participants, based on the latest Form 5500 filings through 2024.
- What does Fid Mgmt Trust Co charge?
- Plans reported $9.5M in total Schedule C compensation paid to Fid Mgmt Trust Co. The median plan paid $151K. Fees vary with plan size and the services each plan buys.
Market position · 2024
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