About Fidelity Investments
<p>Provides retirement plan administration and recordkeeping for employer-sponsored plans. Fidelity Investments is a multinational financial services corporation that works with plan sponsors on day-to-day plan operations and participant account services.</p> <p>Founded in 1949, Fidelity has its headquarters in Boston in the Greater Boston metro area. The firm reports 28,000 clients and $4,400.0B in assets under management (2025).</p> <p>For plan sponsors comparing <a href="/retirement-plans">retirement plan providers</a>, Fidelity’s main differentiator is its scale as a recordkeeper, with established systems and dedicated teams built around ongoing plan administration.</p> <ul> <li>Retirement plan administration (administrator)</li> <li>Recordkeeping services</li> <li>Headquartered in Boston, serving plan sponsors nationwide</li> <li>Founded in 1949</li> </ul>
Website: https://fidelityworkplace.com
Founded: 1949
Employees: 50000
Office Locations
- Boston, MA (Headquarters)
Services Offered
- Recordkeeping
Client Statistics (2025)
- Total Clients: 37,255
- Total AUM: $4400.0B
- Total Participants: 44,244,000
Products & Pricing
- Fidelity Advantage 401(k): $100 base fee, $8.33/employee, 50 bps AUM fee, $500 setup fee