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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 38 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $56,296 |
ALLIANZ GLOBAL INVESTORS11+ years Filed as: ALLIANZ Service code 28 · EIN 41-1366075 P O BOX 59060 · MINNEAPOLIS, MN 554590060 | Investment Management | $53,979 |
RAYMOND JAMES FINANCIAL SERVICES11+ years Service code 28 · EIN 59-1531281 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $34,642 |
CHARLES SCHWAB & CO., INC.11+ years Filed as: CHARLES SCHWAB Service code 28 · EIN 94-1737782 P. O. BOX 982603 · EL PASO, TX 799982603 | Investment Management | $33,069 |
PRUDENTIAL RETIREMENT INSURANCE AND11+ years Filed as: PRUDENTIAL SECURITIES Service code 28 · EIN 22-1211670 P. O. BOX 13467 · PHILADELPHIA, PA 19176 | Investment Management | $12,500 |
MORGAN STANLEY SMITH BARNEY5 years Filed as: MORGAN STANLEY Service code 28 · EIN 20-8764829 1585 BROADWAY · NEW YORK, NY 10036 | Investment Management | $11,782 |
BLUE BENEFITS CONSULTING, INC.11+ years Filed as: BLUE BENEFITS CONSULTING Service code 64 · EIN 31-1252745 12800 N. MERIDIAN ST. SUITE 400 · CARMEL, IN 46032 | Recordkeeping Fees | $8,050 |
JACKSON NATIONAL LIFE INSURANCE COM11+ years Service code 22 · EIN 38-1659835 1 CORPORATE WAY · LANSING, MI 48951 | Insurance Broker | $573 |
EQUITABLE ADVISORS LLC5 years Service code 28 · EIN 13-4071393 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Investment Management | $0 |
34 funds of $250K or more; 41 lines in all, holding $57.6M of the plan's $72.5M. From the 2025 filing. Recordkeeper: Blue Benefits Consulting.
Target-date series: Nuveen Lifecycle Index, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $7.9M | 13.7% |
| Registered index-linked annuity contracts Equitable · Insurance contract Index | $7.8M | 13.5% |
| Vanguard Vngrd GR Indx Adml Vanguard · Mutual fund Index | $7.4M | 12.8% |
| Vanguard Vngrd BAL Indx Adml Vanguard · Mutual fund Index | $7.0M | 12.2% |
| Vanguard Vngrd Ttl Stmkt Indx Fd As Vanguard · Mutual fund Index | $3.0M | 5.2% |
| Vanguard Vngrd Devl MKT Indx Adml Vanguard · Mutual fund Index | $2.9M | 5.0% |
| Fidelity MUL Tl-Asset Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 4.1% |
| Nationwide Nationwide · Insurance contract | $2.1M | 3.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.0M | 3.4% |
| Federated Hermes FED Hrms Inst Hiyldbd Inst Federated Hermes · Other | $1.4M | 2.5% |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.