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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $44,688 |
OSAIC WEALTH INC1 year Filed as: OSAIC FA INC Service code 28 1301 S CLINTON ST STE 150 · FORT WAYNE, PA 46802 | Investment Management | $26,246 |
PROACCOUNT1 year Service code 15 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $24,437 |
Filed as: LINCOLN FINANCIAL ADVISORS CORP Service code 28 · EIN 35-1151034 1301 S CLINTON ST SUITE 150 · FORT WAYNE, IN 46802 | Investment Management | $22,514 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $6,680 |
Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 28 · EIN 35-1151034 1301 S CLINTON ST SUITE 150 · FORT WAYNE, PA 46802 | Investment Management | $1,948 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $1,670 |
6 funds of $250K or more; 49 lines in all, holding $8.0M of the plan's $8.6M. From the 2024 filing. Recordkeeper: Proaccount.
Target-date series: Nuveen Lifecycle, mutual fund, 8% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Balanced Index Fund - Class K State Street (SSgA) · Collective trust Index | $1.3M | 16.1% |
| Federated Hermes Government Obligations Fund Premier Shares Federated Hermes · Mutual fund | $1.1M | 13.8% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 8 vintages | $678K | 8.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $496K | 6.2% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $477K | 5.9% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $251K | 3.1% |
| Dodge & Cox International Stock Fund Dodge & Cox · Mutual fund | $247K | 3.1% |
| GQG Partners International Opportunities Fund GQG Partners · Mutual fund | $243K | 3.0% |
| Loomis All Cap Growth Natixis IM · Other | $237K | 2.9% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $227K | 2.8% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.