Filings through .
Filed November 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
INTAC ACTUARIAL SERVICES9 years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 26 · EIN 22-2446239 PO BOX 55970 · BOSTON, MA 02205 | Advisory (Participants) | $7,482 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $5,583 |
13 funds of $250K or more; 84 lines in all, holding $14.5M of the plan's $14.6M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 36% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 4 vintages | $5.2M | 35.8% |
| NW Inv Dest Mod Aggr R6 Manager not matched · Mutual fund | $1.2M | 8.6% |
| Vngrd Trgt Rtrmt 2020 Inv Manager not matched · Mutual fund | $767K | 5.3% |
| NW Inv Dest Mod Cnsrv R6 Manager not matched · Mutual fund | $739K | 5.1% |
| Vngrd Ttl Stmkt Indx FD AS Manager not matched · Mutual fund Index | $652K | 4.5% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $615K | 4.2% |
| NW Inv Dest Mod R6 Manager not matched · Mutual fund | $576K | 4.0% |
| NW Inv Dest Aggr R6 Manager not matched · Mutual fund | $480K | 3.3% |
| Fed Hrms Gov Oblgtns Prmr Manager not matched · Mutual fund | $416K | 2.9% |
| Vngrd Wingtn Inv Manager not matched · Mutual fund | $380K | 2.6% |
Covers 61,314 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.