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| Provider | Service type | Compensation |
|---|---|---|
WILMINGTON TRUST5 years Filed as: WILMINGTON TRUST NATIONAL ASSOC Service code 27 · EIN 16-1486454 | Advisory (Plan) | $69,233 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $6,274 |
28 funds of $250K or more; 19 lines in all, holding $50.9M of the plan's $51.6M. From the 2025 filing. Recordkeeper: Fidelity (FMR).
Target-date series: Fidelity Freedom, mutual fund, 34% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $17.4M | 34.2% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $6.5M | 12.7% |
| AB Pif Lgcp Grth I R6 AllianceBernstein · Mutual fund | $5.7M | 11.2% |
| Fidelity PIM SP Intl US$H IS Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $2.7M | 5.2% |
| Stable Value Fund Principal · Insurance contract | $2.5M | 4.9% |
| MFS MA Inv Trust R6 MFS (Sun Life) · Collective trust | $2.4M | 4.7% |
| JPMorgan U.S. Value Fund Class R6 JPMorgan · Mutual fund | $1.9M | 3.7% |
| Blkrk Emerging Mkt I BlackRock · Mutual fund | $1.5M | 2.9% |
| JP Morgan Fkln Smmidcp Grth R6 JPMorgan · Mutual fund | $1.4M | 2.8% |
| Victory S Est Val R6 Victory Capital · Mutual fund | $1.3M | 2.7% |
Added 3 funds, dropped 3 funds, likely replaced 2 funds. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| ReplacedHighPrincipal LargeCap Growth to AB Pif Lgcp Grth I R6 | $6.1M to $5.7M |
| ReplacedHighPIMCO SP Intl US to Fidelity PIM SP Intl US$H IS | $2.2M to $2.7M |
| Share class changeJPMorgan U.S. Value Fund to JPMorgan U.S. Value Fund Class R6 | $1.8M to $1.9M |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.