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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,837 |
4 funds of $250K or more; 23 lines in all, holding $3.1M of the plan's $3.4M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $1.2M | 39.3% |
| Amfds Inc Fd Am R6 Manager not matched · Mutual fund | $429K | 13.7% |
| Dest Lgcap EQ Z Manager not matched · Collective trust | $389K | 12.5% |
| Dest Cor Fxd Inc Z Manager not matched · Collective trust | $219K | 7.0% |
| Dest Intl EQ Z Manager not matched · Collective trust | $192K | 6.1% |
| Vngrd Trgt Rtrmt Inc Manager not matched · Mutual fund | $148K | 4.7% |
| Dest Smmidcap EQ Z Manager not matched · Collective trust | $77K | 2.5% |
| Dest Glbl Fxd Inc Oppr Z Manager not matched · Collective trust | $67K | 2.1% |
| Vngrd Trgt Rtrmt 2055 Inv Manager not matched · Mutual fund | $65K | 2.1% |
| Amfds Gr Fd Am R6 Manager not matched · Mutual fund | $60K | 1.9% |
Covers 70,940 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.