Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$12K in admin expenses, $39 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 66 lines in all, holding $11.7M of the plan's $12.3M. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $9.2M | 78.3% |
| Nationwide Investor Destinations Moderately Aggressive Fund Class R6 Nationwide · Mutual fund Recordkeeper's own fund | $407K | 3.5% |
| State Street S&P 500 Index Fund Class N State Street (SSgA) · Mutual fund Index | $386K | 3.3% |
| Nationwide Life Insurance Best of America Fixed Account Nationwide · Insurance contract Recordkeeper's own fund | $227K | 1.9% |
| Nationwide Investor Destinations Moderate Fund Class R6 Nationwide · Mutual fund Recordkeeper's own fund | $110K | 0.9% |
| Nationwide Investor Destinations Aggressive Fund Class R6 Nationwide · Mutual fund Recordkeeper's own fund | $102K | 0.9% |
| Principal High Yield Insitutional Fund Principal · Mutual fund | $97K | 0.8% |
| Federated Hermes Government Obligations Fund Premier Shares Federated Hermes · Mutual fund | $87K | 0.7% |
| NEW Economy Fund Class R-6 Capital Group · Mutual fund | $85K | 0.7% |
| Victory Short-Term Bond Fund Victory Capital · Mutual fund | $65K | 0.6% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
56 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
56 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
NATIONWIDE10+ years Service code 13 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 Contract Administrator | $42,440 |
ALTIGRO PENSION SERVICES INC10+ years Filed as: ALTIGRO PENSION SERVICES, INC. Service code 11 · EIN 20-1258185 3 U.S. HIGHWAY 46 WEST · FAIRFIELD, NJ 07004 Actuarial | $14,131 |
PROACCOUNT1 year Service code 51 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLOMBUS, OH 43215 Investment Mgmt Fees | $1,353 |
APW CAPITAL INC8 years Service code 16 100 ENTERPRISE DR STE 504 · ROCKAWAY, NJ 07866 Consulting | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025