Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
MORGAN STANLEY SMITH BARNEY6 years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-4310632 | Advisory (Participants) | $50,667 |
NATIONWIDE10+ years Service code 15 · EIN 31-4177100 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $40,791 |
Service code 37 · EIN 14-1836262 | Loan Processing | $2,965 |
13 funds of $250K or more; 20 lines in all, holding $11.7M of the plan's $12.5M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| NEW Perspective Fund Class R-6 Capital Group · Mutual fund | $4.7M | 40.3% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $2.0M | 17.3% |
| Ptnm Lgcap Cal R6 Manager not matched · Mutual fund | $956K | 8.1% |
| U.S. Core Equity 2 Portfolio - Institutional Class Dimensional · Mutual fund | $812K | 6.9% |
| Invesco Equity And Income Fund Class R5 Invesco · Mutual fund | $551K | 4.7% |
| Nationwide Life Insurance Company Nationwide Fixed Select Option Nationwide · Insurance contract Recordkeeper's own fund | $495K | 4.2% |
| Emerging Markets Portfolio - Institutional Class Dimensional · Mutual fund | $428K | 3.6% |
| Amcent Smcap Gr R6 Manager not matched · Mutual fund | $392K | 3.3% |
| JP Morgan International Value R6 JPMorgan · Mutual fund | $324K | 2.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $296K | 2.5% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedJP Morgan International Value R6 | $324K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.