Filings through .
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| 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; 69 lines in all, holding $2.7M of the plan's $2.7M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Fidelity Freedom Index, mutual fund, 5% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fed Hrms Gov Oblgtns Prmr Manager not matched · Mutual fund | $983K | 36.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $721K | 26.4% |
| Vngrd Ttl Stmkt Indx FD AS Manager not matched · Mutual fund Index | $193K | 7.1% |
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 9 vintages | $137K | 5.0% |
| Victory Sycamore Established Value Fund Victory Capital · Mutual fund | $53K | 2.0% |
| Vngrd Ttl Intlstkindx Adml Manager not matched · Mutual fund | $51K | 1.9% |
| Franklin Growth Opportunities Fund Franklin Templeton · Mutual fund | $41K | 1.5% |
| Vngrd Wlsly Inc Adml Manager not matched · Mutual fund | $40K | 1.5% |
| Blackrock 80/20 Target Allocation Fund Institutional Shares BlackRock · Mutual fund | $29K | 1.1% |
| Vngrd Ttl Intl Bd Index Adml Manager not matched · Mutual fund Index | $27K | 1.0% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.