Mentions of “FIDELITY BROKERAGE SERVICES” — 3 found on pages 13, 16, 24
… their designated beneficiaries in the Trust. Plan Administration Fidelity Management and Research Company LLC and Fidelity Brokerage Services LLC (the Program Managers) and the Board have entered into a management and administrative services agreement in wh …
Open p.13 ↗… The Board has entered into a management and services agreement with Fidelity Management and Research Company LLC and Fidelity Brokerage Services LLC to provide administration, marketing services, and management services for the Plan. NOTE 3 INVESTMENTS The u …
Open p.16 ↗… - 20 - NOTE 6 FEES AND EXPENSES The Trustee has entered into a management and administrative services agreement with Fidelity Brokerage Services LLC (FBS) to provide administrative, recordkeeping, distribution, and marketing services to the Trust. According to …
Open p.24 ↗