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
Plans Serviced (2025)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN | MICROSOFT CORPORATION, WA | $65.6B | 123,878 |
| IBM 401(K) PLAN | INTERNATIONAL BUSINESS MACHINES CORPORATION, NY | $59.4B | 49,030 |
| AT&T RETIREMENT SAVINGS PLAN | AT&T INC., TX | $43.1B | 102,760 |
| NORTHROP GRUMMAN SAVINGS PLAN | NORTHROP GRUMMAN CORPORATION, VA | $39.5B | 99,799 |
| AMAZON 401(K) PLAN | AMAZON.COM SERVICES, LLC, WA | $34.6B | 1,207,759 |
| 401(k) Retirement Plan | Healthcare Sponsor, MA | $34.2B | 68,838 |
| 401(k) Retirement Plan | Manufacturing Sponsor, CA | $31.0B | 58,808 |
| 401(k) Retirement Plan | Professional Services Sponsor, NJ | $29.4B | 63,563 |
| 401(k) Retirement Plan | Technology Sponsor, MN | $26.6B | 199,134 |
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Subscribe TodayProducts & Pricing
- Fidelity Advantage 401(k): $100 base fee, $8.33/employee, 50 bps AUM fee, $500 setup fee