401k Record

Providers › Wilmington Trust National Assoc

Wilmington Trust National Assoc

Plans listing this provider

52

0.09% of the 56,420 plans with Schedule H financials; 41 in 2023

Assets of those plans

$3,640,914,399

0.05% of all Schedule H plan assets

Plans where it is the recordkeeper

7

service code 65 (recordkeeping) or 64 (recordkeeping and information management)

Direct compensation reported, all plans

$1,577,625

90% of its Schedule C lines carry a positive direct amount

Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.

Services reported

Service codeMeaningPlans
27Investment advisory (plan)35
50Direct payment from the plan8
99Other fees8
64Recordkeeping fees7
15Recordkeeping and information management6
21Trustee (bank, trust company or similar)6
49Other services6
70Consulting fees5

Largest plans served

PlanEmployerAssetsParticipantsDirect compensation
Southern District UBC Defined Contribution FundBoard of Trustees of the Southern District UBC Defined Contribution F $1,239,805,63051,643$18,009
Principal Ease 401(k) PlanPrincipal Life Insurance $650,877,71227,194$23,615
Atro Companies Profit Sharing/401(k) PlanAstronics $325,254,4302,868$17,500
Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings PlanSyracuse Orthopedic Specialists $106,813,915920$40,350
Northstar Group Services, Inc. 401(k) Retirement PlanNorthstar Group Services $88,122,1691,453$117,829
Erie Materials, Inc. Profit Sharing & 401(k) PlanErie Materials $87,721,814449$81,151
New Country Motor Car Salary Deferral 401(k) PlanNew Country Motor Car Group $83,900,5081,293$64,786
Live Casino 401(k) PlanPPE Casino Resorts Maryland $80,755,7442,164$27,500
Certilman Balin Adler & Hyman, LLP Salary Reduction & Bonus Deferral PlanCertilman Balin Adler & Hyman $69,431,828186$0
Anderson Center for Autism Retirement PlanAnderson Center for Autism $58,907,2591,037$19,056
Hancock Estabrook, LLP Retirement PlanHancock Estabrook $50,003,607135$67,650
Cipriani & Werner, P.C. 401(k) PlanCipriani & Werner $49,865,696314$8,181
Carroll Independent Fuel 401(k) Retirement PlanCarroll Independent Fuel $45,401,866365$81,026
Dine' Development Corporation 401(k) PlanDine' Development $42,483,909671$25,484
M&Q Packaging LLC 401(k)M&Q Packaging $41,185,839433$62,291
Ollie's Bargain Outlet, Inc. 401(k) Retirement PlanOllie's Bargain Outlet $36,854,1001,532$58,061
NWL, Inc. 401(k) Retirement PlanNWL $32,866,978431$21,686
Nixon Uniform Service, Inc. Retirement Savings PlanNixon Uniform Service $30,627,896779$19,632
Pennsylvania Steel Company, Inc. Profit Sharing 401(k) PlanPennsylvania Steel $27,718,624503$56,615
ECR International, Inc. 401(k) and Profit Sharing PlanECR International $25,765,008111$42,108
Campus Apartments LLC 401(k) Profit Sharing Plan and TrustCampus Apartments $22,782,667402$0
Trefz Corporation & Its Affiliates Profit Sharing 401(k) PlanTrefz $22,441,246300$14,082
Hunt Real Estate Corporation 401(k) PlanHunt Real Estate $22,308,066292$46,712
Degol Organization LP 401(k) Profit Sharing PlanDegol Organization $22,304,293261$45,607
Fair Health, Inc. 401(k) Profit Sharing Plan and TrustFair Health $21,271,738132$39,134

Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.