Filings through .
Filed March 11, 1
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9 years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $47,023 |
PROACCOUNT2 years Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $9,880 |
CETERA FINANCIAL GROUP1 year Filed as: CETERA WEALTH SERVICES LLC Service code 26 · EIN 95-3845382 2301 ROSECRANS AVE STE 5100 · EL SEGUNDO, CA 90245 | Advisory (Participants) | $0 |
28 funds of $250K or more; 77 lines in all, holding $21.4M of the plan's $21.1M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $3.7M | 17.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.6M | 12.0% |
| Putnam Large Cap Growth Fund Class Y Shares Franklin Templeton · Mutual fund | $1.9M | 8.9% |
| State Street Balanced Index Fund - Class K State Street (SSgA) · Collective trust Index | $1.8M | 8.2% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $998K | 4.7% |
| Artisan International Value Fund Institutional Shares Artisan Partners · Mutual fund | $904K | 4.2% |
| BNY Mellon Dynamic Value Fund Class Y BNY · Mutual fund | $755K | 3.5% |
| Federated Hermes Government Obligations Fund Premier Shares Federated Hermes · Mutual fund | $744K | 3.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $471K | 2.2% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 2 vintages | $465K | 2.2% |
Added 4 funds, dropped 3 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedPutnam Large Cap Growth Fund Class Y Shares | $1.9M |
| DroppedPutnam Growth Opportunities Y | $1.7M |
| AddedBNY Mellon Dynamic Value Fund Class Y | $755K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.