Filings through .
Filed April 2, 2014 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
LATITUDE SERVICE COMPANY INC5 years Filed as: LATITUDE SERVICE COMPANY, INC Service code 49 1500 NORTH OAK DRIVE · PLYMOUTH, IN 465633431 | Other Services | $130,061 |
TRUSTMONT ADVISORY GROUP2 years Filed as: TRUSTMONT FINANCIAL GROUP, INC. Service code 15 | Recordkeeping | $54,965 |
NATIONWIDE11+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,537 |
Filed as: RAYMOND JAMES Service code 26 880 CARILLON PKWY · SAINT PETERSBURG, FL 33716 | Advisory (Participants) | $20,317 |
LATITUDE SERVICE COMPANY INC7 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 49 | Other Services | $14,991 |
FIDUCIARY WISE, LLC4 years Service code 14 2487 S GILBERT · GILBERT, AZ 85295 | Plan Administrator | $7,194 |
TRUSTMONT ADVISORY GROUP2 years Filed as: TRUSTMONT FINANCIAL GROUP, INC Service code 26 200 BRUSH RUN ROAD SUITE A · GREENSBURG, PA 15601 | Advisory (Participants) | $0 |
19 funds of $250K or more; 113 lines in all, holding $28.5M of the plan's $37.4M. From the 2025 filing. Recordkeeper: Trustmont Advisory Group.
Target-date series: Nuveen Lifecycle Index, mutual fund, 67% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 10 vintages | $19.1M | 67.2% |
| Nationwide S&P 500 Index Fund Nationwide · Mutual fund Index | $2.1M | 7.5% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $1.6M | 5.6% |
| Nationwide Investor Destinations Aggressive Fund (Investor) Nationwide · Mutual fund | $773K | 2.7% |
| Fixed Fund Manager not matched · Insurance contract | $470K | 1.7% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $446K | 1.6% |
| Vanguard Total International Bond Index Fund Investor Shares Vanguard · Mutual fund Index | $443K | 1.6% |
| Vanguard Mid-Cap Value Index Fund Investor Shares Vanguard · Mutual fund Index | $402K | 1.4% |
| Vanguard Mid-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $379K | 1.3% |
| Vanguard High-Yield Corporate Fund Investor Shares Vanguard · Mutual fund | $325K | 1.1% |
Dropped 1 fund, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchNationwide Destination 2045 Fund to Nuveen Lifecycle Index 2045 Fund | $14.4M to $19.1M |
| ReplacedHighVanguard Growth Index Fund Investor Shares to Fidelity Large Cap Growth Index Fund | $1.4M to $1.6M |
| DroppedNationwide International Index Fund | $330K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.