State Auditor Report

DE529 Education Savings Plan Financial Statement Audit 2024

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Mentions of “Fidelity Investments” — 3 found on pages 167

… 1.737021.125 DE-CIT-ANN-0325 The DE529 Education Savings Plan is offered by the State of Delaware and administered by Fidelity Investments. Fidelity, Fidelity Investments, and the pyramid design, are registered trademarks of FMR LLC. The third-party marks a …

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… he DE529 Education Savings Plan is offered by the State of Delaware and administered by Fidelity Investments. Fidelity, Fidelity Investments, and the pyramid design, are registered trademarks of FMR LLC. The third-party marks appearing in this document are the …

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… vided by Fidelity Brokerage Services LLC, Member NYSE, SIPC. 515853.19.0 offered by the State of Delaware managed by Fidelity Investments 515853.19.0 …

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Vendors named in this document

159 mentions Pages: 5 6 10 11 12 13 14 15
76 mentions Pages: 31 35 39 43 47 51 55 59
25 mentions Pages: 1 2 3 9 15 73 161 162
2 mentions Pages: 9
1 mention Pages: 162

Vendor names in text

Belfint, Lyons & Shuman P.ABrokerage services provided by Fidelity Brokerage Services LLCFMR LLCFidelity Distributors CorporationFidelity Management & Research CompanyFidelity Series Growth CompanyGeode Capital Management, LLCOther Information IncPacific Life Insurance CompanyPrudential Insurance CompanyServices agreement with Fidelity Brokerage Services, LLCState Street Bank & Trust CompanyThe McGraw-Hill Companies, IncTransamerica Premier Life Company

Programs

Value Portfolio Stable Value Admin Pool Program

Statutes cited

29 Del. C. § 272229 Del. C. § 2906