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Original filing (PDF)20250917153213NAL0000649393001
EASTER SEALS DELAWARE & MARYLANDS EASTERN SHORE
Form 5500
FILING_RECEIVED
EASTER SEALS DELAWARE & MARYLANDS EASTERN SHORE RETIREMENT PLAN
403(b) retirement plan
Signals · 2
No recordkeeper disclosed6 service providers
Active participants
330
Accounts w/ balance
276
Plan assets (EOY)
$15.7M
Net assets (EOY)
$15.7M
How this plan invests
This plan
1 pooled trust
Schedule D
69 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (17 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for EASTER SEALS DELAWARE & MARYLANDS EASTERN SHORE.
Plan sponsor
Name
EASTER SEALS DELAWARE & MARYLANDS EASTERN SHORE
EIN
51-0066728
Address
61 CORPORATE CIRCLE · NEW CASTLE, DE · 197202439
Phone
(302) 324-4444
Industry
Other Services (ex. Public Admin)see 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
2025-09-17
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2K · 401(m) arrangement
2M · 403(b)(7) custodial accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BELFINT, LYONS & SHUMAN, P.A.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
6 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE AND ANNUI | 71-0294708 | HARTFORD, CT | INVESTMENT ADVISORY | $162 | — |
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $18K | — |
| ATLANTIC PENSION SERVICES | 23-2942715 | — | CONTRACT ADMINISTRATOR | $8K | — |
| RKG PACKAGED RETIREMENT SOLUTIONS | 86-1926015 | — | TPA | $293 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORNINGSTAR INVESTMENT MANAGEMENT | 36-4317381 | — | INV ADV, PARTICIPANTS | $0 | — |
Investments
68 direct securities · 1 pooled fund· $17.6M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$15.6M
68 holdings
Pooled Separate Account
$1.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2025 Registered Investment Company - | — | — | — | $2.1M | 13.3% | |
| POOLED SEPARATE ACCOUNT 48 AXA EQUITABLE LIFE INSURANCE COMPANY · EIN 13-5570651 / PN 000 | Pooled Separate Account | — | — | $1.9M | 12.4% | |
| Vanguard Target Retirement 2030 Registered Investment Company - | — | — | — | $1.5M | 9.3% | |
| Vanguard Target Retirement 2020 Registered Investment Company - | — | — | — | $1.4M | 9.0% | |
| Vanguard Target Retirement 2035 Registered Investment Company - | — | — | — | $1.2M | 7.9% | |
| JPMorgan Large Cap Growth Registered Investment Company - | — | — | — | $1.2M | 7.3% | |
| Vanguard Target Retirement 2045 Registered Investment Company - | — | — | — | $1.1M | 7.3% | |
| Vanguard Target Retirement 2040 Registered Investment Company - | — | — | — | $857K | 5.5% | |
| Vanguard Target Retirement Income Registered Investment Company - | — | — | — | $774K | 4.9% | |
| Vanguard Target Retirement 2050 Registered Investment Company - | — | — | — | $555K | 3.5% | |
| PGIM High Yield Registered Investment Company - | — | — | — | $495K | 3.1% | |
| Equitable Financial Insurance Company * Guaranteed Interest Option Guaranteed Interest Contract | — | — | — | $437K | 2.8% | |
| Voya Fixed Account B Guaranteed Interest Contract | — | — | — | $416K | 2.6% | |
| EQ Common Stock Index Variable Annuity Contract - | — | — | — | $390K | 2.5% | |
| Participant Loans Maturing through 2034; Interest Rates Range from 5.25% - 10.50% | — | — | — | $306K | 1.9% | |
| Voya Intermediate Bond Registered Investment Company - | — | — | — | $300K | 1.9% | |
| American Funds EuroPacific Growth Registered Investment Company - | — | — | — | $259K | 1.6% | |
| Invesco Growth & Income Registered Investment Company - | — | — | — | $231K | 1.5% | |
| ClearBridge Mid Cap Registered Investment Company - | — | — | — | $222K | 1.4% | |
| EQ Multimanager Aggressive Equity Variable Annuity Contract - | — | — | — | $216K | 1.4% | |
| Vanguard Target Retirement 2055 Registered Investment Company - | — | — | — | $153K | 1.0% | |
| EQ Multimanager Technology Variable Annuity Contract - | — | — | — | $111K | 0.7% | |
| American Funds New World Registered Investment Company - | — | — | — | $108K | 0.7% | |
| EQ Mid Cap Index Variable Annuity Contract - | — | — | — | $105K | 0.7% | |
| Vanguard Total Stock Market Index Registered Investment Company - | — | — | — | $102K | 0.6% | |
| DFA US Targeted Value Portfolio Registered Investment Company - | — | — | — | $102K | 0.6% | |
| Voya Government Money Market Registered Investment Company - | — | — | — | $100K | 0.6% | |
| EQ Large Cap Value Managed Volatility Variable Annuity Contract - | — | — | — | $97K | 0.6% | |
| EQ Capital Group Research Variable Annuity Contract - | — | — | — | $97K | 0.6% | |
| Neuberger Berman Mid Cap Growth Registered Investment Company - | — | — | — | $95K | 0.6% | |
| EQ Moderate Allocation Variable Annuity Contract - | — | — | — | $69K | 0.4% | |
| DFA US Small Cap Portfolio Registered Investment Company - | — | — | — | $53K | 0.3% | |
| Voya Small Cap Growth Registered Investment Company - | — | — | — | $52K | 0.3% | |
| EQ Moderate-Plus Allocation Variable Annuity Contract - | — | — | — | $52K | 0.3% | |
| EQ Mid Cap Value Managed Volatility Variable Annuity Contract - | — | — | — | $40K | 0.3% | |
| Vanguard Target Retirement 2060 Registered Investment Company - | — | — | — | $32K | 0.2% | |
| EQ Large Cap Growth Managed Volatility Variable Annuity Contract - | — | — | — | $28K | 0.2% | |
| Columbia Select Mid Cap Value Registered Investment Company - | — | — | — | $26K | 0.2% | |
| EQ MFS Technology Variable Annuity Contract - | — | — | — | $24K | 0.2% | |
| Vanguard Total International Stock Index Registered Investment Company - | — | — | — | $22K | 0.1% | |
| EQ International Value Managed Volatility Variable Annuity Contract - | — | — | — | $21K | 0.1% | |
| EQ Equity 500 Index Variable Annuity Contract - | — | — | — | $18K | 0.1% | |
| EQ ClearBridge Large Cap Growth ESG Variable Annuity Contract - | — | — | — | $17K | 0.1% | |
| EQ Core Bond Index Variable Annuity Contract - | — | — | — | $13K | <0.1% | |
| EQ 1290 GAMCO Small Company Value Variable Annuity Contract - | — | — | — | $12K | <0.1% | |
| EQ Franklin Small Cap Value Managed Volatility Variable Annuity Contract - 18 * EQ Global Equity Managed Volatility Variable Annuity Contract - | — | — | — | $11K | <0.1% | |
| EQ Core Plus Bond Variable Annuity Contract - | — | — | — | $11K | <0.1% | |
| EQ BlackRock Basic Value Equity Variable Annuity Contract - | — | — | — | $9K | <0.1% | |
| EQ JPMorgan Growth Stock Variable Annuity Contract - | — | — | — | $8K | <0.1% | |
| EQ Morgan Stanley Small Cap Growth Variable Annuity Contract - | — | — | — | $8K | <0.1% | |
| Party Collateral, Par, or Maturity Value Cost Current Value * EQ MFS Mid Cap Focused Growth Variable Annuity Contract - | — | — | — | $8K | <0.1% | |
| EQ All Asset Growth Allocation Variable Annuity Contract - | — | — | — | $7K | <0.1% | |
| EQ Intermediate Government Bond Variable Annuity Contract - | — | — | — | $7K | <0.1% | |
| EQ Multimanager Core Bond Variable Annuity Contract - | — | — | — | $6K | <0.1% | |
| EQ MFS International Intrinsic Value Variable Annuity Contract - | — | — | — | $6K | <0.1% | |
| EQ ClearBridge Select Equity Managed Volatility Variable Annuity Contract - | — | — | — | $5K | <0.1% | |
| EQ International Equity Index Variable Annuity Contract - | — | — | — | $5K | <0.1% | |
| EQ Aggressive Allocation Variable Annuity Contract - | — | — | — | $5K | <0.1% | |
| EQ MFS International Growth Variable Annuity Contract - | — | — | — | $5K | <0.1% | |
| EQ Money Market Variable Annuity Contract - | — | — | — | $5K | <0.1% | |
| EQ MFS Utilities Series Variable Annuity Contract - | — | — | — | $5K | <0.1% | |
| EQ Quality Bond Plus Variable Annuity Contract - | — | — | — | $5K | <0.1% | |
| EQ PIMCO Ultra Short Bond Variable Annuity Contract - | — | — | — | $5K | <0.1% | |
| Vanguard Target Retirement 2065 Registered Investment Company - | — | — | — | $5K | <0.1% | |
| EQ Invesco Global Real Assets Variable Annuity Contract - 5 * EQ Janus Enterprise Variable Annuity Contract - | — | — | — | $4K | <0.1% | |
| EQ International Core Managed Volatility Variable Annuity Contract - | — | — | — | $4K | <0.1% | |
| EQ Alliance Bernstein Small Cap Growth Variable Annuity Contract - 997 * EQ American Century Mid Cap Value Variable Annuity Contract - | — | — | — | $1K | <0.1% | |
| DFA Real Estate Securities Portfolio Registered Investment Company - | — | — | — | $1K | <0.1% | |
| DFA Inflation Protected Securities Portfolio Registered Investment Company - | — | — | — | $1K | <0.1% |
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