FID INV INST OPS CO
71 known aliases resolved via the canonical alias map
Market position · 2024
Plans served310Rank #83 of mapped providers
Assets under administration$446.5B0.5%Market share · rank #31
Fees received$87MMedian $75,140/planSum across Schedule C direct + indirect
Net wins YoY+231 won · 29 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical FID INV INST OPS CO plan look like?
Service mix · median fees per plan
Count of plans where FID INV INST OPS CO ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Sub-transfer agency fees; Recordkeeping fees; Participant loan processing; Account maintenance feesCode 37 | 86 | $75,951 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the planCode 15 | 83 | $97,196 | |
Sub-transfer agency fees; Insurance mortality and expense chargeCode 60 | 82 | $0 | |
Trustee (bank, trust company, or similar financial institution); Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan; Trustee (directed); ActuarialCode 11 | 27 | $146,554 | |
Investment management; Investment management fees paid directly by planCode 28 | 17 | $58,557 | |
Recordkeeping fees; Direct payment from the plan; Plan Administrator; Account maintenance fees; Participant loan processing; Sub-transfer agency feesCode 14 | 9 | $162,047 | |
Direct payment from the plan; Consulting (pension); Trustee (bank, trust company, or similar financial institution)Code 17 | 8 | $57,697 | |
Recordkeeping fees; Participant loan processing; Securities brokerage commissions and fees; Sub-transfer agency fees; Account maintenance fees; Contract AdministratorCode 13 | 7 | $20,463 |
Competitor overlap
Percent of FID INV INST OPS CO's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under FID INV INST OPS CO.
| Sponsor | From | Assets |
|---|---|---|
APPLE INC.CA · 942404110-001 | GREAT-WEST LIFE & ANNUITY INSURANCE | $24.7B |
ATH HOLDING COMPANY, LLCIN · 113713086-003 | FIDUCIARY BENCHMARKS INSIGHTS, LLC | $12.1B |
THE KROGER CO.OH · 310345740-010 | (new plan) | $11.8B |
DEERE & COMPANYIL · 362382580-003 | FIDELITY INVESTMENTS INSTITUTIONAL | $11.0B |
ENDEAVOR HEALTH CLINICAL OPERATIONSIL · 362167060-002 | VOYA RETIREMENT INSURANCE & ANNUITY | $2.1B |
DEERE & COMPANYIL · 362382580-008 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.8B |
FRED HUTCHINSON CANCER CENTERWA · 911935159-001 | TIAA | $1.5B |
BAKER TILLY ADVISORY GROUP PARENT, LPWI · 390859910-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $1.2B |
CELANESE AMERICAS LLCTX · 221862783-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $993M |
UNIVERSITY OF THE PACIFICCA · 941156266-001 | GLOBAL RETIREMENT PARTNERS LLC | $839M |
Plans lost in 2024
Appeared last year under FID INV INST OPS CO; not this year.
| Sponsor | To | Assets |
|---|---|---|
LYONDELL CHEMICAL COMPANYTX · 954160558-007 | FIDELITY INVESTMENTS INSTITUTIONAL | $2.4B |
MOUNT AUBURN HOSPITALMA · 042103606-002 | WILLIS TOWERS WATSON US LLC | $505M |
COLUMBUS MCKINNON CORPORATIONNY · 160547600-013 | FIDELITY INVESTMENTS INSTITUTIONAL | $216M |
CITY OF HOPE NATIONAL MEDICAL CENTERCA · 951683875-002 | (new plan) | $191M |
LURIE CHILDREN'S SURGICAL FOUNDATION, INC.IL · 831650513-001 | PLANTE & MORAN, PLLC | $97M |
HOUSTON REFINING LPTX · 760395303-065 | FIDELITY INVESTMENTS INSTITUTIONAL | $94M |
MARY WASHINGTON HEALTHCAREVA · 541240646-002 | FIDELITY INVESTMENTS INSTITUTIONAL | $90M |
SAMUEL MERRITT UNIVERSITYCA · 942992642-001 | (new plan) | $90M |
OREGON TOOL, INC.OR · 630593908-011 | FIDELITY INVESTMENTS INSTITUTIONAL | $65M |
WEST FRASER, INC.TN · 721489951-002 | MORGAN STANLEY SMITH BARNEY | $48M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
FMR LLCMA · 043532603-002 | $34.2B | 93,003 | $6,987 | 10y | 1 |
APPLE INC.CA · 942404110-001 | $24.7B | 145,428 | $1M | 1y | 1 |
PFIZER INCNY · 135315170-002 | $22.0B | 57,113 | $3M | 10y | - |
WALGREEN CO.IL · 361924025-001 | $14.5B | 254,452 | $4M | 5y | 1 |
ATH HOLDING COMPANY, LLCIN · 113713086-003 | $12.1B | 94,427 | $0 | 1y | 1 |
THE KROGER CO.OH · 310345740-010 | $11.8B | 411,922 | $675,251 | 1y | - |
SHELL USA, INC.TX · 131299890-002 | $11.5B | 24,265 | $2M | 4y | 1 |
LIBERTY MUTUAL GROUP INC.MA · 043583679-002 | $11.4B | 49,659 | $3M | 7y | 2 |
DUKE UNIVERSITYNC · 560532129-001 | $11.0B | 71,641 | $0 | 6y | 1 |
DEERE & COMPANYIL · 362382580-003 | $11.0B | 26,638 | $320,836 | 1y | 1 |
Flag exposure
83.2%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (71)
Raw Schedule C names collapsed into FID INV INST OPS CO.
- FID
- FID INS INV OPS CO
- FID INST ASSET MANAGEMENT
- FID INST ASSET MANAGEMENT CO
- FID INST ASSET MGMT
- FID INST ASSET MGMT CO
- FID INST ASSET MGMT CO.
- FID INST ASSET MGMT TRUST CO
- FID INST ASSET MGMT TRUST COMPANY
- FID INST ASST MGMT CO
- FID INST INV OPS CO
- FID INST OPS CO
- FID INV INSLT OPS C0
- FID INV INST INV OPS CO
- FID INV INST OP CO INC
- FID INV INST OPER CO
- FID INV INST OPER CO INC
- FID INV INST OPER CO LLC
- FID INV INST OPER CO, INC.
- FID INV INST OPER CO. LLC.
- FID INV INST OPER INC
- FID INV INST OPERATION
- FID INV INST OPERATIONS CO.,INC.
- FID INV INST OPS
- FID INV INST OPS CO
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for FID INV INST OPS CO's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 8 | 2.58% | 7.76% | -5.18 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 26 | 8.39% | 1.71% | +6.67 pp |
| Failed to provide benefit | 1 | 0.32% | 0.14% | +0.18 pp |
| Corrective distributions | 104 | 33.55% | 1.76% | +31.79 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with FID INV INST OPS CO. Compare to the incumbent market share (0.5%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.5 pp vs incumbent
Geographic penetration index
(Provider plans in state / state plans) divided by the provider's overall share of the market. Index 1.00 = average; > 1 = over-indexed (winning more than their fair share); < 1 = under-indexed (white space).