# Fidelity Investments
Source: https://planprovider.pro/provider/fidelity-investments

> Provides retirement plan administration and recordkeeping for employer-sponsored plans. Fidelity Investments is a multinational financial services corporatio…

Third-Party Administrator

Boston, MA

## 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](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

## Other Third-Party Administrators in MA

- [Ascensus, LLC](https://planprovider.pro/provider/ascensus-llc) - Dresher, PA

- [John Hancock](https://planprovider.pro/provider/john-hancock) - Boston, MA

- [Sentinel Group](https://planprovider.pro/provider/sentinel-group) - Wakefield, MA

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/fidelity-investments)

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