Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $16,766 |
IRON FIDUCIARY2 years Service code 28 · EIN 99-9552241 630 DUNDEE RD STE 200-B · NORTHBROOK, IL 60062 | Investment Management | $1,092 |
PROACCOUNT2 years Service code 28 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,060 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $218 |
2 funds of $250K or more; 48 lines in all, holding $1.4M of the plan's $1.4M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Fidelity Freedom Index, mutual fund, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fed Hrms Gov Oblgtns Prmr Manager not matched · Mutual fund | $579K | 40.8% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $367K | 25.9% |
| Vngrd Ttl Stmkt Indx FD AS Manager not matched · Mutual fund Index | $99K | 7.0% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 7 vintages | $53K | 3.7% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $34K | 2.4% |
| Vngrd WIsly Inc Adml Manager not matched · Mutual fund | $23K | 1.6% |
| Nationwide Geneva Small Cap Growth Fu Nationwide · Mutual fund Recordkeeper's own fund | $18K | 1.3% |
| Vngrd Ttl Intlstkindx Adml Manager not matched · Mutual fund | $17K | 1.2% |
| Putnam Growth Opportunities Fund - Clas Franklin Templeton · Mutual fund | $15K | 1.1% |
| DFA Intl Lgcap Gr Dimensional · Mutual fund | $14K | 1.0% |
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.
The auditor signed off without reservation. This is the cleanest opinion.