Filings through .
Filed April 18, 2016
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 |
|---|---|---|
NATIONWIDE2 years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $16,020 |
IRON FIDUCIARY2 years Service code 28 · EIN 99-9552241 | Investment Management | $1,373 |
CREATIVE PLANNING LLC2 years Filed as: CREATIVE PLANNING Service code 28 · EIN 43-1270780 5440 W 100TH ST STE 102 · SHAWNEE MISSION, KS 66211 | Investment Management | $824 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $468 |
4 funds of $250K or more; 28 lines in all, holding $2.7M of the plan's $2.7M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Capital AmFds 2035 TrgtDtRtrmt R6 Capital Group · Mutual fund | $568K | 21.3% |
| Capital AmFds 2020 TrgtDtRtrmt R6 Capital Group · Mutual fund | $536K | 20.1% |
| Money Market Fund Federated Hermes Federated Hermes · Money market | $424K | 15.9% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 1 vintage | $308K | 11.5% |
| American AmFds 2015 TrgtDtRtrmt R6 Capital Group · Mutual fund | $177K | 6.6% |
| American AmFds 2040 TrgtDtRtrmt R6 Capital Group · Mutual fund | $168K | 6.3% |
| Capital AmFds 2045 TrgtDtRtrmt R6 Capital Group · Mutual fund | $124K | 4.6% |
| Mutual of America Interest Accumulation Fund Mutual of America · Mutual fund | $94K | 3.5% |
| Capital AmFds 2025 TrgtDtRtrmt R6 Capital Group · Mutual fund | $71K | 2.7% |
| American AmFds 2010 TrgtDtRtrmt R6 Capital Group · Mutual fund | $59K | 2.2% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.