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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $16,410 |
28 funds of $250K or more; 70 lines in all, holding $81.7M of the plan's $82.8M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 22% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $18.3M | 22.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $15.4M | 18.9% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $7.5M | 9.2% |
| Principal MidCap Institutional Principal · Mutual fund | $6.1M | 7.5% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $5.5M | 6.8% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $4.7M | 5.8% |
| Unallocated investment contract - Nationwide Fixed Sel Option Nationwide · Insurance contract Recordkeeper's own fund | $3.8M | 4.6% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $3.1M | 3.8% |
| MFS New Discovery Fund R6 MFS (Sun Life) · Mutual fund | $2.7M | 3.3% |
| Vanguard Small-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.7M | 2.0% |
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.