NQDC Providers
Fidelity Investments
Profile as of December 31, 2020 | |
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Total NQDC plans | 2,129 |
Total NQDC assets/liabilities ($MM) | $63,420 |
Total NQDC participants | 275,869 |
Number of NQDC Plans – by Type | |
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§457(f) and nongovernmental §457(b) | 611 |
401(k) mirror plans | 0 |
Deferred compensation | 0 |
DB programs/SERPs | 300 |
Long-term incentive | 0 |
Other | 1,518 |
Number of §409A NQDC Plans – by Size | |
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<5 Participants | 230 |
5 – 25 Participants | 531 |
26 – 50 Participants | 236 |
51 – 100 Participants | 203 |
>100 Participants | 318 |
Specialty Financing Vehicles Supported | |
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Separate account life insurance | |
General account life insurance | |
Company stock | |
Institutional investments | |
Alternative investments | |
Letters of credit | |
Annuities | |
ETFs | |
Hybrid financing |
Other §409A Services | |
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Supports phantom stock | |
Supports restricted stock units | |
Offers model plan documents | |
No. of NQDC technical experts | Tailored based on plan size |
% of clients using rabbi trusts | NR |
Footnote: |
N/A = Not available. NR = Not reported. |