Filings through .
2 of 18 flags tripped on the 2024 filing.
Failed to provide benefit
Form 5500 reported that benefits due were not provided when due.
Possible retail share class: $7.1M
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2024 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$36K in admin expenses, $174 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
9 funds of $250K or more; 34 lines in all, holding $11.2M of the plan's $13.7M. Recordkeeper: Fidelity (FMR).
| Fund | Dollars | % of funds% |
|---|---|---|
| Wilmington Flexpath Index Moderate 2045 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $1.9M | 17.2% |
| Wilmington flexPATH Index Moderate 2055 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $1.7M | 15.2% |
| Wilmington FlexPath Index + Moderate Retirement Fund R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $1.5M | 13.8% |
| Wilmington Flexpath Index Moderate 2035 R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $952K | 8.5% |
| Wilmington N.A. Large Cap Value Fund III Fee Class I1 Manager not matched · Collective trust | $884K | 7.9% |
| Wilmington N.A. Large Cap Growth Fund II Class I1 Manager not matched · Collective trust | $800K | 7.2% |
| BlackRock Equity Index Fund Class 1 BlackRock · Mutual fund Index | $709K | 6.4% |
| JPMorgan Mid Cap Growth Fund Class R6 JPMorgan · Mutual fund | $391K | 3.5% |
| Wilmington flexPATH Index+ Aggressive 2045 Fund - Class R1 Manager not matched · Mutual fund IndexPossible retail class R1 | $292K | 2.6% |
| Wilmington N.A. International Equity Fund Fee Class I1 Manager not matched · Collective trust | $221K | 2.0% |
24 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 2 by compensation.
| Provider | Compensation |
|---|---|
KESTRA FINANCIAL9 years Filed as: KESTRA INVESTMENT SERVICES LLC Service code 27 · EIN 35-2552359 Advisory (Plan) | $32,735 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 Loan Processing | $6,456 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2024 filing.
3 contacts
10 filings · 2015 to 2024