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  5. FIDELITY CAPITAL MANAGEMENT, LLC

FIDELITY CAPITAL MANAGEMENT, LLC

Company Details

Entity Name: FIDELITY CAPITAL MANAGEMENT, LLC
Jurisdiction: Illinois
Entity Type: Limited Liability Company
Status: Goodstanding
Date Formed: 11 Mar 2015
Company Number: LLC_05175887
File Number: 05175887
Type of Management: Manager Managed
Date Status Change: 26 Feb 2024
Address 600 WEST VAN BUREN, SUITE 1000, CHICAGO, 60607, IL
Place of Formation: ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FIDELITY CAPITAL MANAGEMENT 401(K) PLAN 2023 473402080 2024-05-02 FIDELITY CAPITAL MANAGEMENT 5
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-04
Business code 531390
Sponsor’s telephone number 6512359016
Plan sponsor’s address 600 W VAN BUREN, SUITE 1000, CHICAGO, IL, 60607

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2024-05-02
Name of individual signing QIAN LIU
Valid signature Filed with authorized/valid electronic signature
FIDELITY CAPITAL MANAGEMENT 401(K) PLAN 2022 473402080 2023-05-26 FIDELITY CAPITAL MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-04
Business code 531390
Sponsor’s telephone number 6512359016
Plan sponsor’s address 600 W VAN BUREN, SUITE 1000, CHICAGO, IL, 60607

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1412 CHAPIN AVENUE, BURLINGAME, CA, 94010
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2023-05-26
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
FIDELITY CAPITAL MANAGEMENT 401(K) PLAN 2021 473402080 2022-08-24 FIDELITY CAPITAL MANAGEMENT 7
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-04
Business code 531390
Sponsor’s telephone number 6512359016
Plan sponsor’s address 600 W VAN BUREN, SUITE 1000, CHICAGO, IL, 60607

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 1645 E 6TH STREET, SUITE 200, AUSTIN, TX, 78702
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2022-08-24
Name of individual signing CHRISTINE RIMER
Valid signature Filed with authorized/valid electronic signature
FIDELITY CAPITAL MANAGEMENT 401(K) PLAN 2020 473402080 2021-04-28 FIDELITY CAPITAL MANAGEMENT 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-04
Business code 531390
Sponsor’s telephone number 3128781568
Plan sponsor’s address 600 W VAN BUREN, SUITE 1000, CHICAGO, IL, 60607

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2021-04-28
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
FIDELITY CAPITAL MANAGEMENT 401(K) PLAN 2019 473402080 2020-06-16 FIDELITY CAPITAL MANAGEMENT 9
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-04
Business code 531390
Sponsor’s telephone number 3128781568
Plan sponsor’s address 600 W VAN BUREN, SUITE 1000, CHICAGO, IL, 60607

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2020-06-16
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
FIDELITY CAPITAL MANAGEMENT 401(K) PLAN 2018 473402080 2019-07-24 FIDELITY CAPITAL MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-04
Business code 531390
Sponsor’s telephone number 3128781568
Plan sponsor’s address 600 W VAN BUREN, SUITE 1000, CHICAGO, IL, 60607

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2019-07-24
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature
FIDELITY CAPITAL MANAGEMENT 401(K) PLAN 2017 473402080 2018-07-25 FIDELITY CAPITAL MANAGEMENT 4
File View Page
Three-digit plan number (PN) 001
Effective date of plan 2017-01-04
Business code 531390
Sponsor’s telephone number 3128781568
Plan sponsor’s address 600 W VAN BUREN, SUITE 1000, CHICAGO, IL, 60607

Plan administrator’s name and address
Administrator’s EIN 474474775
Plan administrator’s name GUIDELINE, INC.
Plan administrator’s address 3050 S DELAWARE ST, #202, SAN MATEO, CA, 94403
Administrator’s telephone number 8882283491

Signature of
Role Plan administrator
Date 2018-07-25
Name of individual signing CAROL HO
Valid signature Filed with authorized/valid electronic signature

Agent

Name and Address Role Appointment Date
LP AGENTS, LLC, 120 S. RIVERSIDE PLAZA SUITE 1800, CHICAGO, 60606, COOK-NOT IN CITY OF CHICAGO Agent 2023-01-24

Manager

Name and Address Role Appointment Date
SHECHTMAN, MICHAEL, 600 WEST VAN BUREN, SUITE 1000, CHICAGO, IL, 60607 Manager 2024-02-26

Related by officers

LP AGENTS, LLC, 120 S. RIVERSIDE PLAZA SUITE 1800, CHICAGO, 60606, COOK-NOT IN CITY OF CHICAGO

WISE BUSINESS CENTER L.L.C. BENNETT INVESTMENT GROUP, L.L.C. HEATHER ROAD, L.L.C. RM CONSULTING INTERNATIONAL, L.L.C. G.M. L.L.C. ARTEMIS SECURITIES CLEARING, LLC FINE VINES, L.L.C. 640-650 LAKE STREET, L.L.C. HOMESPACE PROPERTIES, L.L.C. FRANKLIN PARTNERS, L.L.C.

SHECHTMAN, MICHAEL, 600 WEST VAN BUREN, SUITE 1000, CHICAGO, IL, 60607

FIDELITY 26TH STREET LLC FIDELITY DEMPSTER LLC FIDELITY DEARBORN, LLC FIDELITY VOLO, LLC FIDELITY BELMONT, LLC

Related by address

600 WEST VAN BUREN, SUITE 1000, CHICAGO, 60607, IL

M STAR NACH A MOOL, LLC 1150 CLINTON PARTNERS, LLC BLUE STAR GEARING, LLC 640-650 LAKE STREET (FEEDER), L.L.C. TABLE NINE, LLC 1215-25 W. 18TH (CHICAGO), LLC EIGHTEENTH PRESENTS, LLC 2515 S. WABASH (GH), LLC FIDELITY 26TH STREET LLC

Date of last update: 27 Jan 2025

Sources: Illinois Office of the Secretary of State

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