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10 funds of $250K or more; 21 lines in all, holding $12.6M of the plan's $13.0M. From the 2024 filing. Recordkeeper: Paychex.
Target-date series: BlackRock LifePath Index, mutual fund, 53% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| BlackRock LifePath Index BlackRock · Mutual fund Target-date, 8 vintages | $6.7M | 53.3% |
| Blackrock Lifepath Index Retirement Fund Class K Shares BlackRock · Mutual fund Index | $1.8M | 14.0% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $982K | 7.8% |
| Wilmington Lg Cap Value Fd R1 Manager not matched · Collective trust | $529K | 4.2% |
| Wilmington Lg Cap Gr Fund II Fee Class R1 Manager not matched · Mutual fund Possible retail class R1 | $522K | 4.1% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $285K | 2.3% |
| Wilmington Mid Cap Gr Fund Fee Class R1 Manager not matched · Mutual fund Possible retail class R1 | $223K | 1.8% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $217K | 1.7% |
| PIMCO Income Fund Institutional PIMCO (Allianz) · Mutual fund | $209K | 1.7% |
| Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $209K | 1.7% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.