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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST6 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $27,500 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$3,463 |
31 funds of $250K or more; 24 lines in all, holding $96.1M of the plan's $103M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 14 vintagesRecordkeeper's own fund | $63.3M | 65.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $9.3M | 9.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $5.2M | 5.4% |
| T. Rowe Price Blue Chip Growth Fund, Inc. T. Rowe Price Blue Chip Growth Fund-I Class T. Rowe Price · Mutual fund | $4.5M | 4.7% |
| Fidelity Government Money Market Fund Fidelity (FMR) · Money market Recordkeeper's own fund | $2.5M | 2.6% |
| Small CAP Growth Fund R6 Class American Century · Mutual fund | $1.5M | 1.6% |
| Blackrock Equity Dividend Fund Institutional BlackRock · Mutual fund | $1.0M | 1.0% |
| Fidelity Emerging Markets Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $918K | 1.0% |
| Columbia Small Cap Index Fund Institutional Class Ameriprise (Columbia Threadneedle) · Mutual fund Index | $895K | 0.9% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $882K | 0.9% |
Added 1 fund. Moved to another target-date series. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Target-date switchT. Rowe Price Retirement 2030 Fund to Fidelity Freedom 2030 Fund | $47.8M to $63.3M |
| AddedVictory Sycamore Established Value Fund Class I | $882K |
| Share class changeAllspring Special Small Cap Value Fund Class R6 to Allspring Special Small Cap Value Fund Institutional Class | $370K to $371K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 7 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor signed off without reservation. This is the cleanest opinion.