Filings through .
3 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High retiree %
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$134K in admin expenses, $1063 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds hold $27.7M of the plan's $28.5M. Recordkeeper: not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.5M | 27.1% |
| iShares Russell BlackRock · ETF Index | $4.1M | 14.6% |
| iShares Core MSCI EAFE ETF BlackRock · ETF Index | $2.0M | 7.3% |
| Wilmington Real Asset Fund I Manager not matched · Mutual fund | $1.5M | 5.4% |
| iShares Core U.S. Aggregate Bond ETF BlackRock · ETF Index | $1.4M | 5.0% |
| Columbia Overseas Value Fund Ameriprise (Columbia Threadneedle) · Mutual fund | $1.2M | 4.5% |
| iShares MSCI USA Quality Factor ETF BlackRock · ETF Index | $1.2M | 4.2% |
| Wilmington Broad Market Bond Fund - I Manager not matched · Mutual fund | $1.0M | 3.8% |
| TCW Metwest Total Return Bond Fund Class I TCW · Mutual fund | $1.0M | 3.8% |
| WCM Focused Int'l GR FR CL Instl WCM Investment Management · Mutual fund | $961K | 3.5% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 3 funds.
| Fund | Year-end value |
|---|---|
| AddedBaillie Gifford Emerging Markets Equities Fund Class K | $619K |
| AddediShares Core MSCI Emerging Markets ETF | $602K |
| DroppedWilmington U.S. Government Money Market Fund | $469K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
11 more lines and 2 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 10 of 14 by compensation.
| Provider | Compensation |
|---|---|
WILMINGTON TRUST11+ years Service code 21 · EIN 23-1669823 1100 NORTH MARKET STREET · WILMINGTON, DE 19890 Bank Trustee | $99,889 |
CONRAD SIEGEL9 years Service code 11 · EIN 23-1669823 PO BOX 5900 · HARRISBURG, PA 17110-0900 Actuarial | $20,533 |
AMERICAN BEACON5 years Filed as: AMERICAN BEACON ADVISORS INC Service code 28 · EIN 75-2401150 Investment Management | $0 |
AB FUNDS6 years Filed as: AMG FUNDS LLC Service code 28 AMG FUNDS, ONE · STAMFORD, CT 06901 Investment Management | $0 |
ARTISAN PARTNERS6 years Filed as: ARTISAN PARTNERS LIMITED PARTNERSHI Service code 28 · EIN 39-1811840 Investment Management | $0 |
Service code 28 Investment Management | $0 |
BLACKROCK1 year Filed as: BLACKROCK ADVISORS, LLC Service code 28 · EIN 51-0318674 Investment Management | $0 |
COLUMBIA5 years Filed as: COLUMBIA MGMT INVESTMENT ADVISERS, Service code 28 · EIN 93-0577450 Investment Management | $0 |
Filed as: CULLEN CAPITAL MANAGEMENT, LLC Service code 28 645 FIFTH AVE · NEW YORK, NY 10022 Investment Management | $0 |
TCW ASSET MANAGEMENT COMPANY2 years Filed as: METROPOLITAN WEST ASSET MANAGEMENT, Service code 28 · EIN 95-4597302 Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
1 actuary attachment on this filing.
| Actuary | Schedule | Enrollment number |
|---|---|---|
Abigail S. Fortino, Asa, Ea, Maaa Conrad Siegel Schedule SB | Schedule SB |
Enrollment number, address and phone for each actuary are on Pro.
Addresses, phones and enrollment numbers are on Pro. Pro is free for 7 days and then costs $49 a month.
Filed December 10, 2020.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the actuary and top hat administrator are on Pro.
11 filings · 2015 to 2025