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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 28 · EIN 95-2834236 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Investment Management | $34,775 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $20,989 |
NATIONWIDE6 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $17,923 |
Filed as: IRON FIDUCIARY Service code 31 · EIN 99-9552241 | Named fiduciary | $8,531 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 16 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Consulting | $6,060 |
9 funds of $250K or more; 54 lines in all, holding $14.7M of the plan's $14.9M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Putnam Large Cap Growth Opportunities Fund Class Y Franklin Templeton · Mutual fund | $2.3M | 15.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.7M | 11.5% |
| Nationwide Geneva Small Cap Growth Fund Nationwide · Mutual fund Recordkeeper's own fund | $1.6M | 11.1% |
| Investments AT Contract Value: Nationwide Fixed Select Fund Nationwide · Insurance contract Recordkeeper's own fund | $1.4M | 9.5% |
| Vanguard Windsor Fund Admiral Shares Vanguard · Mutual fund | $1.1M | 7.6% |
| State Street Balanced Index Fund Class K State Street (SSgA) · Mutual fund Index | $1.1M | 7.3% |
| Artisan International Value Fund Artisan Partners · Mutual fund | $1.0M | 6.9% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $703K | 4.8% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintages | $407K | 2.8% |
| Baird Core Plus Bond Fund Baird · Mutual fund | $265K | 1.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.