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Original filing (PDF)20251001080620NAL0012922385001
WAKEMED
Form 5500
FILING_RECEIVED
WAKEMED RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
12,421
Accounts w/ balance
15,626
Plan assets (EOY)
$1.4B
Net assets (EOY)
$1.4B
How this plan invests
This plan
1 pooled trust
Schedule D
59 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 9 bps in Schedule C fees — 87% above peer band of 5 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WAKEMED.
Plan sponsor
Name
WAKEMED
EIN
56-6017737
Address
3000 NEW BERN AVENUE · RALEIGH, NC · 27610
Phone
(919) 350-8763
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2M · 403(b)(7) custodial accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
PLANTE MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INST OP | 04-2647786 | — | RECORDKEEPER | $506K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC | 04-2654524 | — | ADVISOR | $840K | — |
Other
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALIC RETIREMENT SERVICES CO. | 51-0396365 | — | NONE | $0 | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | NONE | $0 | — |
| NATIONAL FINANCIAL SERVICES | 04-3523567 | — | NONE | $0 | — |
Investments
57 direct securities · 1 pooled fund· $1.4B(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$1.4B
57 holdings
Pooled Separate Account
$1.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard VANG WELLINGTON ADM | — | — | — | $293.1M | 20.3% | |
| Fidelity Management Trust FID 500 INDEX | — | — | — | $244.9M | 17.0% | |
| JPMorgan JPM LG CAP GROWTH R6 | — | — | — | $190.9M | 13.2% | |
| Dodge & Cox DODGE & COX STOCK X | — | — | — | $104.8M | 7.3% | |
| Vanguard VANG VMMR-FED MMKT | — | — | — | $62.4M | 4.3% | |
| American Century AM CENT SMCAP VAL R6 | — | — | — | $57.8M | 4.0% | |
| Fidelity Management Trust FID US BOND IDX | — | — | — | $55.7M | 3.9% | |
| T. Rowe Price SCF TOTAL RTN BD R6 | — | — | — | $54.3M | 3.8% | |
| Vanguard VANG INTL GROWTH ADM | — | — | — | $49.0M | 3.4% | |
| Dodge & Cox DODGE & COX INT SK X | — | — | — | $45.7M | 3.2% | |
| T. Rowe Price TRP QM US SMCP GR I | — | — | — | $43.3M | 3.0% | |
| Variable Annuity Life Insurance Company VALIC Fixed-Interest | — | — | — | $38.7M | 2.7% | |
| Fidelity Management Trust FID GLB EX US IDX | — | — | — | $36.5M | 2.5% | |
| T. Rowe Price TRP RETIRE 2040 I | — | — | — | $27.7M | 1.9% | |
| T. Rowe Price TRP RETIRE 2050 I | — | — | — | $25.3M | 1.8% | |
| T. Rowe Price TRP RETIRE 2030 I | — | — | — | $19.4M | 1.3% | |
| Fidelity Management Trust FID EXTD MKT IDX | — | — | — | $17.0M | 1.2% | |
| T. Rowe Price TRP RETIRE 2035 I | — | — | — | $14.9M | 1.0% | |
| Participants Participant loans - Bearing interest at rates from 4.25 to 9.5 percent - | — | — | — | $12.1M | 0.8% | |
| T. Rowe Price TRP RETIRE 2060 I | — | — | — | $8.6M | 0.6% | |
| MassMutual Ascend Life Insurance Company Fixed annuity - MassMutual Fixed Annuities | — | — | — | $7.2M | 0.5% | |
| T. Rowe Price TRP RETIRE 2055 I | — | — | — | $5.7M | 0.4% | |
| T. Rowe Price TRP RETIRE 2025 I | — | — | — | $5.4M | 0.4% | |
| T. Rowe Price TRP RETIRE 2020 I | — | — | — | $3.7M | 0.3% | |
| Fidelity Management Trust Company TRP RETIRE 2065 I | — | — | — | $2.7M | 0.2% | |
| Fidelity Management Trust Company Fidelity Magellan | — | — | — | $1.6M | 0.1% | |
| American Funds American Century Ultra | — | — | — | $1.5M | 0.1% | |
| GOVERNMENT FIXED FUND TRANSAMERICA LIFE INS. CO. · EIN 36-6071399 / PN 009 | Pooled Separate Account | — | — | $1.3M | <0.1% | |
| Fidelity Management Trust Company Fidelity Magellan | — | — | — | $1.3M | <0.1% | |
| Transamerica Life Insurance Company TransAmerica General Account | — | — | — | $983K | <0.1% | |
| Transamerica Large Growth R | — | — | — | $590K | <0.1% | |
| Transamerica Large CoreR | — | — | — | $555K | <0.1% | |
| Transamerica Large Value Opportunities R | — | — | — | $361K | <0.1% | |
| T. Rowe Price TRP RETIRE 2015 I | — | — | — | $323K | <0.1% | |
| Charles Schwab Personal Choice Retirement Accounts | — | — | — | $264K | <0.1% | |
| Transamerica Government MM R2 | — | — | — | $175K | <0.1% | |
| Transamerica balance II R | — | — | — | $145K | <0.1% | |
| T. Rowe Price TRP RETIRE 2005 I | — | — | — | $117K | <0.1% | |
| Transamerica International Equity R | — | — | — | $105K | <0.1% | |
| Fidelity Management Trust Company FID SEL SEMICONDUCT | — | — | — | $72K | <0.1% | |
| Fidelity Management Trust Company FID SEL Technology | — | — | — | $67K | <0.1% | |
| Fidelity Management Trust Company FID GROWTH COMPANY | — | — | — | $59K | <0.1% | |
| Fidelity Management Trust Company FID CONTRAFUND | — | — | — | $46K | <0.1% | |
| Fidelity Management Trust Company FID Large Cap Stock | — | — | — | $41K | <0.1% | |
| Fidelity Management Trust Company FID 500 INDEX | — | — | — | $34K | <0.1% | |
| Fidelity Management Trust Company FID SEL Biotech | — | — | — | $30K | <0.1% | |
| Fidelity Management Trust Company FID Blue Chip Value | — | — | — | $22K | <0.1% | |
| Fidelity Management Trust Company FID Intm Govt Income | — | — | — | $22K | <0.1% | |
| Fidelity Management Trust Company FID Overseas | — | — | — | $19K | <0.1% | |
| Fidelity Management Trust Company FID Small Cap Value | — | — | — | $13K | <0.1% | |
| Fidelity Management Trust Company FID SEL TEC HARDWARE | — | — | — | $13K | <0.1% | |
| Fidelity Management Trust Company FID Mid Cap Value | — | — | — | $8K | <0.1% | |
| Fidelity Management Trust Company FID MID CAP IDX | — | — | — | $7K | <0.1% | |
| Fidelity Management Trust Company FID SM CAP IDX | — | — | — | $6K | <0.1% | |
| Fidelity Management Trust Company Fidelity Emerg Mrkts | — | — | — | $6K | <0.1% | |
| T. Rowe Price TRP RETIRE 2010 I | — | — | — | $6K | <0.1% | |
| Fidelity Management Trust Company FID Sel Wireless | — | — | — | $3K | <0.1% | |
| Fidelity Management Trust Company Money market fund - Fidelity Cash Reserve | — | — | — | $2K | <0.1% |
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