Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
WIDELITY INC.
EIN 20-4981626telecommunicationsLatest filing 2025
Plans
2
Retirement
2
$9.7M assets
Welfare
0
Participants
220
10300 EATON PLACE, SUITE 440 - FAIRFAX, VA 22030703-350-9660widelity.comLinkedIn51-200 employeestelecommunications
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.7M assets / 220 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
91%top
- CAPITOL SECURITIES MANAGEMENT INC91%
- (Not disclosed)9%
Participants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WIDELITY INC 401K PROFIT SHARING PLAN AND TRUST
401k
Assets$8.9M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WIDELITY, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$856K
Participants109
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WIDELITY INC 401K PROFIT SHARING PLAN AND TRUST | 401k | $8.9M | 111 | 2025 | |
| 002 | WIDELITY, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $856K | 109 | 2024 |
Retirement plans