Filings through .
Delaware Charter Guarantee & Trust
Matched across 4 name variants in the filings
Delaware Charter Guarantee & Trust at a glance
Delaware Charter Guarantee & Trust appears on 18 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $19.1B in assets for 245,044 participants. The median client plan holds $217M. Most client plans are sponsored in MT, NJ and WI. The largest clients by plan assets are Wells Fargo & Company, Verizon Communications Inc. and Verizon Corporate Services Group Inc.. Plans reported $2.5M in direct and indirect compensation paid to Delaware Charter Guarantee & Trust, a median of $46K per plan.
- Participants
- 245,044
- Median plan assets
- $217M
- Median plan participants
- 603
- Median fees per plan
- $46K
- Schedule C direct + indirect
Top 18 client plans by assets
Latest Form 5500 filing per plan through 2024
| Sponsor | State | Assets | Participants |
|---|---|---|---|
| Wells Fargo & Company | MN | $8.5B | 157,353 |
| Verizon Communications Inc. | NJ | $6.3B | 37,275 |
| Verizon Corporate Services Group Inc. | NJ | $1.6B | 33,748 |
| Csaa Insurance Services, Inc. | CA | $862M | 7,783 |
| Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling | MT | $469M | 1,239 |
| New Jersey Education Association | NJ | $371M | 620 |
| Interstate Power and Light Company | WI | $274M | 1,398 |
| Wisconsin Power & Light Company | WI | $267M | 1,496 |
| Alliant Energy Corporate Services Inc | WI | $226M | 2,035 |
| Nepc, LLC | MA | $209M | 585 |
| Riverside Contracting, Inc. | MT | $26.1M | 415 |
| Century Companies, Inc. | MT | $21.7M | 302 |
| United Materials of Great Falls | MT | $16.0M | 224 |
| Trimas Corporation | MI | $11.9M | 228 |
| Texas Lehigh Cement Company LP | TX | $11.2M | 294 |
| Koppers Inc. | PA | $4.9M | 49 |
| Koppers Inc. | PA | $151K | 0 |
| Holland & Knight LLP | FL | $0 | 0 |
Top client states
- MT4 plans
- NJ3 plans
- WI3 plans
- PA2 plans
- CA1 plan
Frequently asked questions
- Who uses Delaware Charter Guarantee & Trust?
- 18 retirement plans list Delaware Charter Guarantee & Trust as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Wells Fargo & Company, Verizon Communications Inc., Verizon Corporate Services Group Inc., Csaa Insurance Services, Inc. and Pacific Hide & Fur Depot D/B/a Pacific Steel and Recycling. Most client plans are sponsored in MT, NJ and WI.
- How many plans does Delaware Charter Guarantee & Trust serve?
- Delaware Charter Guarantee & Trust serves 18 retirement plans with $19.1B in plan assets and 245,044 participants, based on the latest Form 5500 filings through 2024.
- What does Delaware Charter Guarantee & Trust charge?
- Plans reported $2.5M in total Schedule C compensation paid to Delaware Charter Guarantee & Trust. The median plan paid $46K. Fees vary with plan size and the services each plan buys.
Market position · 2024
See full Delaware Charter Guarantee & Trust analytics with Pro.
Pro shows client lists, growth, peer benchmarks and fee analytics for this provider. Free for 7 days, no card. Then $49 a month. Cancel any time.
Fund lineups on plans this firm keeps
Large plans that name Delaware Charter Guarantee & Trust as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Fidelity (FMR) | 1 |
| Goldman Sachs | 1 |
Target-date series
| Series | Plans |
|---|---|
| Fidelity Freedom Index | 1 |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.