Fidelity Management Trust Company is a firm that provides investment management, fiduciary trustee, administrative support, commercial bank, and third party administration to nonprofit clients. They primarily provide their services regionally, with most clients in California, Massachusetts, Minnesota, Pennsylvania, and Virginia (although they are present in other states as well).
Most Fidelity Management Trust Company clients are hospitals, credit unions, community housing services, grantmaking foundations, environment, conservation, and wildlife organizations, and social advocacy organizations with revenues ranging from $66 million to $684 million.
| Name | Type | Location | |
|---|---|---|---|
| 1 | National Rifle Association (NRA) | 501(c)(4) | Fairfax, VA |
| 2 | Beth Israel Lahey Health | 501(c)(3) | Charlestown, MA |
| 3 | Linc Housing Corporation | 501(c)(3) | Long Beach, CA |
| 4 | Aspirus St Luke's Hospital | 501(c)(3) | Duluth, MN |
| 5 | Ecology Action of Santa Cruz | 501(c)(3) | Santa Cruz, CA |
| 6 | Wescom Credit Union | 501(c)(14) | Pasadena, CA |
| 7 | John Fox Scholarship Fund | 501(c)(3) | Philadelphia, PA |
Competitors to Fidelity Management Trust Company in the nonprofit sector include Oneamerica Retirement Services LLC, Paychex, Inc., Minnesota Life Insurance Company, Benefit Plans Admin Services, Inc., State Street Bank and Trust, Massachusetts Mutual Life Ins Company, TD Ameritrade, Well and Good LLC, Prudential Insurance Company, and The Standard.
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