NQDC Providers
Fidelity Investments
Profile as of December 31, 2021 | |
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Total NQDC plans | 1,554 |
Total NQDC assets/liabilities ($MM) | $60,703 |
Total NQDC participants | 203,566 |
Number of NQDC Plans – by Type | |
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§457(f) and nongovernmental §457(b) | 426 |
401(k) mirror plans | NR |
Deferred compensation | 1,554 |
DB programs/SERPs | NR |
Long-term incentive | NR |
Other | NR |
Number of §409A NQDC Plans – by Size | |
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<5 Participants | 225 |
5 – 25 Participants | 560 |
26 – 50 Participants | 221 |
51 – 100 Participants | 219 |
>100 Participants | 329 |
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 | NR |
Annuities | NR |
ETFs | |
Hybrid financing |
Other §409A Services | |
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Supports phantom stock | NR |
Supports restricted stock units | NR |
Offers model plan documents | |
No. of NQDC technical experts | NR |
% of clients using rabbi trusts | NR |
Footnote: |
NR = Not Reported |