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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,603 |
PROACCOUNT2 years Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $3,106 |
Filed as: TYCOR BENEFIT ADMINISTRATORS INC Service code 13 · EIN 23-2179178 955 CHESTERBROOK BLVD, SUITE 310 · WAYNE, PA 19087 | Contract Administrator | $900 |
NFP RETIREMENT INC1 year Filed as: NFP RETIREMENT, INC. Service code 13 · EIN 33-0905143 120 VANTIS DR STE 400 · ALISO VIEJO, CA 92656 | Contract Administrator | $875 |
KESTRA FINANCIAL6 years Filed as: KESTRA INVESTMENT SERVICES Service code 55 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Other Commissions | $0 |
4 funds of $250K or more; 49 lines in all, holding $4.6M of the plan's $4.6M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $2.1M | 45.8% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $706K | 15.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $189K | 4.1% |
| Nationwide International Index Fund Class R6 Nationwide · Mutual fund IndexRecordkeeper's own fund | $168K | 3.7% |
| Allspring Mid Cap Value Portfolio (Instl) Allspring · Mutual fund | $164K | 3.6% |
| Vanguard Gnma Fund Investor Shares Vanguard · Mutual fund | $153K | 3.4% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $137K | 3.0% |
| Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $113K | 2.5% |
| Stable Value Fund Nationwide Fixed Selection Option Fund Nationwide · Insurance contract Recordkeeper's own fund | $67K | 1.5% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $51K | 1.1% |
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.
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.