Filings through Sep 24, 2026.

Retirement plan

Wilton Re US Holdings, Inc. & Affiliates 401(k) Retirement Plan

Name: WILTON RE US HOLDINGS, INC. - WILTON RE US HOLDINGS, INC. & AFFILIATES 401(K) RETIREMENT PLAN (2024) Form 5500
Creator: WILTON RE US HOLDINGS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WILTON RE US HOLDINGS, INC. & AFFILIATES 401(K) RETIREMENT PLAN, WILTON RE US HOLDINGS, INC.

Wilton Re US Holdings, Inc.EIN 32-0132101Plan #001PY 2024

20 GLOVER AVENUE, 4TH FLOOR - NORWALK, CT 06850203-762-4400

Prospect flagsLow returnsHigh feesHigh assets / participantPossible retail share class: $2.3MFund lineup: 23 funds, $106M

How to read this page

Total assets (EOY)

$108.5M

+15.1% from 2023

Total participants

359

+4.4% from 2023

Average account balance

$302,350

+8.0% from 2023

Annual return

12.60%

-2.10 pp from 2023

Benchmarks

See 1,551 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants250-999

Cohort1,551 peers

Snapshot2024

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Analytics

See the 10-year trajectory with Solo.

Service providers

Top 2 by compensation

Provider	Service type	Compensation
GRANITE GROUP ADVISORS, LLC4 years Filed as: GRANITE GROUP ADVISORS Service code 10 1 LANDMARK SQUARE · STAMFORD, CT 06901	Accounting	$30,900
STANCORP FINANCIAL GROUP1 year Service code 12 · EIN 93-1253576	Claims processing; Direct payment fro...	$6,699

Fund lineup

CSV with Pro

23 funds of $250K or more; 24 lines in all, holding $106M of the plan's $109M. From the 2024 filing. Recordkeeper: Minnesota Life Insurance.

In collective trusts52%median 0% for plans of $50M to $250M (10,699 plans)

In index funds20%median 25% for plans of $50M to $250M (10,699 plans)

In the main target-date series0%median 36% for plans of $50M to $250M (10,699 plans)

Employer stockNo

Fund	Manager	Vehicle	Dollars	% of funds%
Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$15.8M	14.9%
GGA Moderate Balanced CIT 1 Manager not matched · Collective trust	Not yet matched	Collective trust	$15.7M	14.8%
GGA Conservative Bal CIT 1 Manager not matched · Collective trust	Not yet matched	Collective trust	$13.4M	12.6%
GGA Aggressive All Eq CIT 1 Manager not matched · Collective trust	Not yet matched	Collective trust	$12.1M	11.4%
Allspring Treasury Plus Money Market Fund Institutional Class Allspring · Money market	Allspring	Money market	$9.4M	8.8%
GGA Aggressive Balanced CIT 1 Manager not matched · Collective trust	Not yet matched	Collective trust	$9.3M	8.7%
GGA Fixed Income CIT 1 Manager not matched · Collective trust	Not yet matched	Collective trust	$4.6M	4.3%
Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$4.3M	4.0%
Matrix Advisors Dividend Manager not matched · Other	Not yet matched	Other	$3.6M	3.4%
Carillon Eagle Mid Cap Gro I Raymond James · Other	Raymond James	Other	$3.5M	3.3%

See the other 14 lines in this lineup with Solo.

Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D3H

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$115K

$383 / participant

Contract admin$84K73.0%
Other / not subdivided$31K27.0%

% of EOY assets

0.106%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MSPC, P.C.
Auditor EIN: 222951202
Audit fees: $30,900
Opinion code: Disclaimer

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Provider

Service type

Compensation

GRANITE GROUP ADVISORS, LLC4 years

Filed as: GRANITE GROUP ADVISORS

Service code 10

1 LANDMARK SQUARE · STAMFORD, CT 06901

Accounting

$30,900

STANCORP FINANCIAL GROUP1 year

Service code 12 · EIN 93-1253576

Claims processing; Direct payment fro...

$6,699

Fund

Dollars

% of funds%

Fidelity 500 Index Fund

Fidelity (FMR) · Mutual fund

Index

$15.8M

14.9%

GGA Moderate Balanced CIT 1

Manager not matched · Collective trust

$15.7M

14.8%

GGA Conservative Bal CIT 1

Manager not matched · Collective trust

$13.4M

12.6%

GGA Aggressive All Eq CIT 1

Manager not matched · Collective trust

$12.1M

11.4%

Allspring Treasury Plus Money Market Fund Institutional Class

Allspring · Money market

$9.4M

8.8%

GGA Aggressive Balanced CIT 1

Manager not matched · Collective trust

$9.3M

8.7%

GGA Fixed Income CIT 1

Manager not matched · Collective trust

$4.6M

4.3%

Fidelity Large Cap Growth Index Fund

Fidelity (FMR) · Mutual fund

Index

$4.3M

4.0%

Matrix Advisors Dividend

Manager not matched · Other

$3.6M

3.4%

Carillon Eagle Mid Cap Gro I

Raymond James · Other

$3.5M

3.3%

Wilton Re US Holdings, Inc. & Affiliates 401(k) Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Wilton Re US Holdings, Inc. & Affiliates 401(k) Retirement Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion