Fidelity Brokerage Services Included in Plan Reporting | University Of Wi Hospitals & Clinics Authority | FIDELITY BROKERAGE SERVICES LLC

Fidelity Brokerage Services Included in Plan Reporting

Fidelity Brokerage Services LLC is identified in the UWMF retirement-plan materials in connection with brokerage and recordkeeping services. The September 17, 2026 presentation used Fidelity record-kept data and discussed plan activity without proposing a new contract action.

Document date · September 17, 2026

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Scope & details

The full contract record, as filed.

Contract type

FINANCIAL_SERVICES

Document type

AgendaPacket

Source document

UWMF Retirement Plan Committee AgendaPacket Retirement Plan Meeting 2026-09-17

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Frequently asked questions

Common questions about this contract, answered from the record.

Who was awarded the financial services contract by University Of Wi Hospitals & Clinics Authority?

Fidelity Brokerage Services Llc was awarded this financial services contract by University Of Wi Hospitals & Clinics Authority, as recorded on September 17, 2026.

What type of contract is this?

This is a Financial Services contract, documented as a agendapacket record.

Where was this contract approved?

This contract appears in UWMF Retirement Plan Committee AgendaPacket Retirement Plan Meeting 2026-09-17 (AgendaPacket), dated September 17, 2026 from University Of Wi Hospitals & Clinics Authority. Civic IQ extracts contract records directly from agency meeting documents and solicitations.

What other contracts does Fidelity Brokerage Services Llc hold?

Fidelity Brokerage Services Llc may hold additional government contracts. View their full contract history, the agencies they serve, and total tracked spend on their Civic IQ vendor profile.

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