Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ABLE WEALTH MANAGEMENT LLC4 years Service code 51 · EIN 83-1095109 5 KEVIN CT · JACKSON, NJ 08527 | Investment Mgmt Fees | $9,110 |
NATIONWIDE4 years Service code 37 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $7,245 |
PENSION STRATEGIES, LLC4 years Filed as: PENSION STRATEGIES, CORP Service code 37 · EIN 45-4549512 251 2ND STREETSUITE 308 · LAKEWOOD, NJ 08701 | Loan Processing | $2,250 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $152 |
7 funds of $250K or more; 49 lines in all, holding $3.9M of the plan's $3.9M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, other, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vngrd Trgt Rtrmt 2025 Inv Manager not matched · Separate account | $1.0M | 26.2% |
| Vngrd Trgt Rtrmt 2020 Inv Manager not matched · Separate account | $526K | 13.5% |
| Vngrd Trgt Rtrmt 2030 Inv Manager not matched · Separate account | $499K | 12.8% |
| Nw Fixed Select Option Manager not matched · Insurance contract | $476K | 12.2% |
| Vngrd Trgt Rtrmt 2035 Inv Manager not matched · Separate account | $388K | 10.0% |
| Vngrd Trgt Rtrmt 2040 Inv Manager not matched · Separate account | $273K | 7.0% |
| Vngrd Trgt Rtrmt Inc Manager not matched · Separate account | $267K | 6.9% |
| Vngrd Trgt Rtrmt 2050 Inv Manager not matched · Separate account | $174K | 4.5% |
| Vanguard Morningstarttlstkmktindx - Pooledadml Separate Account Vanguard · Separate account | $68K | 1.7% |
| Vngrd Trgt Rtrmt 2055 Inv Manager not matched · Separate account | $41K | 1.1% |
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.
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.