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Original filing (PDF)20251014112551NAL0003773696001
WILDWOOD PROGRAMS
Form 5500
FILING_RECEIVED
WILDWOOD PROGRAMS, INC. TAX DEFERRED ANNUITY PROGRAM
403(b) retirement plan
Signals · 1
1 failed disclosure
Active participants
1,195
Accounts w/ balance
1,425
Plan assets (EOY)
$44.9M
Net assets (EOY)
$44.9M
How this plan invests
This plan
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (2 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILDWOOD PROGRAMS.
Plan sponsor
Name
WILDWOOD PROGRAMS
EIN
22-2132752
Address
1190 TROY SCHENECTADY ROAD · LATHAM, NY · 12110
Phone
(518) 836-2300
Industry
Educational Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
2M · 403(b)(7) custodial accounts
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MENGEL METZGET BARR & CO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $5K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMB&CO | 14-1567343 | — | ACCOUNTANT/AUDITOR | $6K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
35 direct securities· $44.9M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2030 K Registered investment companies - | — | — | — | $6.2M | 13.7% | |
| Fidelity Contrafund Registered investment companies - | — | — | — | $4.5M | 10.0% | |
| Fidelity Advisor Freedom 2045 K Registered investment companies - | — | — | — | $3.7M | 8.2% | |
| Fidelity Advisor Freedom 2035 K Registered investment companies - | — | — | — | $3.5M | 7.7% | |
| Fidelity Advisor Freedom 2040 K Registered investment companies - | — | — | — | $3.0M | 6.6% | |
| Fidelity Advisor Freedom 2050 K Registered investment companies - | — | — | — | $2.9M | 6.4% | |
| Fidelity Growth Company Registered investment companies - | — | — | — | $2.7M | 6.0% | |
| Fidelity 500 Index Registered investment companies - | — | — | — | $2.7M | 5.9% | |
| Fidelity Advisor Freedom 2055 K Registered investment companies - | — | — | — | $2.6M | 5.7% | |
| Fidelity Advisor Freedom 2025 K Registered investment companies - | — | — | — | $2.1M | 4.7% | |
| in- Identity of issue, borrower, lessor, or similar party date, rate of interest, collateral, par Interest similar party or maturity value ** Cost Current Value REGISTERED INVESTMENT COMPANIES * Fidelity Government Money Market Money Market - | — | — | — | $1.9M | 4.3% | |
| Fidelity Advisor Freedom 2060 K Registered investment companies - | — | — | — | $1.7M | 3.7% | |
| Fidelity Worldwide Registered investment companies - | — | — | — | $1.3M | 2.8% | |
| Fidelity Advisor Freedom 2020 K Registered investment companies - | — | — | — | $1.1M | 2.4% | |
| Fidelity Small Cap Growth K6 Registered investment companies - | — | — | — | $910K | 2.0% | |
| Fidelity International Discovery Fund Registered investment companies - | — | — | — | $597K | 1.3% | |
| Fidelity Balanced Registered investment companies - | — | — | — | $577K | 1.3% | |
| Fidelity Advisor Freedom 2065 K Registered investment companies - | — | — | — | $544K | 1.2% | |
| Fidelity Advisor Freedom 2015 K Registered investment companies - | — | — | — | $483K | 1.1% | |
| Fidelity Investment Grade Bond Fund Registered investment companies - | — | — | — | $408K | 0.9% | |
| Fidelity Advisor Freedom 2010 K Registered investment companies - | — | — | — | $325K | 0.7% | |
| American Century American Mutual Fund R5 Registered investment companies - | — | — | — | $266K | 0.6% | |
| Fidelity Emerging Markets Registered investment companies - | — | — | — | $263K | 0.6% | |
| Carillon Eagle Mid Cap Growth Fund I Registered investment companies - | — | — | — | $204K | 0.5% | |
| Brokerage Link Mutual Funds Self-Directed Participant Account - | — | — | — | $138K | 0.3% | |
| American Century Mid Cap Value Fund Registered investment companies - | — | — | — | $126K | 0.3% | |
| Fidelity Government Income Registered investment companies - | — | — | — | $108K | 0.2% | |
| Fidelity Extended Market Index Registered investment companies - | — | — | — | $89K | 0.2% | |
| Fidelity Advisor Freedom Inc K Registered investment companies - | — | — | — | $78K | 0.2% | |
| Fidelity International Index Registered investment companies - | — | — | — | $78K | 0.2% | |
| Fidelity Total Bond K6 Registered investment companies - | — | — | — | $62K | 0.1% | |
| Fidelity US Bond Index Registered investment companies - | — | — | — | $58K | 0.1% | |
| Brokerage Link Cash Self-Directed Participant Account - | — | — | — | $44K | <0.1% | |
| Brokerage Link - Exchange Traded Funds Self-Directed Participant Account - | — | — | — | $13K | <0.1% | |
| Fidelity Advisor Freedom 2070 K Registered investment companies - | — | — | — | $2K | <0.1% |
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