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| Provider | Service type | Compensation |
|---|---|---|
THE BENEFIT ADVANTAGE, INC.2 years Service code 13 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $4,129 |
NATIONWIDE6 years Service code 13 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $90 |
12 funds of $250K or more; 32 lines in all, holding $7.5M of the plan's $7.9M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 56% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $4.2M | 56.0% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $574K | 7.7% |
| Nationwide Investor Destinations Aggressive Fund Class R6 Nationwide · Mutual fund Recordkeeper's own fund | $519K | 6.9% |
| Vanguard Ftse Social Index Fund Admiral Shares Vanguard · Mutual fund Index | $464K | 6.2% |
| Vanguard 500 Index Fund EFT Vanguard · Mutual fund Index | $261K | 3.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $251K | 3.3% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $243K | 3.2% |
| Vanguard Information Technology Index Admirl Vanguard · Mutual fund Index | $223K | 3.0% |
| Vanguard Pacific Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $182K | 2.4% |
| Nationwide Investor Destinations Conservative Fund Class R6 Nationwide · Mutual fund Recordkeeper's own fund | $148K | 2.0% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
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 signed off without reservation. This is the cleanest opinion.