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| Provider | Service type | Compensation |
|---|---|---|
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 16 6504 BRIDGEPOINT PARKWAY · AUSTIN, TX 78730 | Consulting | $12,353 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,723 |
NATIONAL BENEFIT SERVICES, LLC10+ years Service code 15 · EIN 20-3886993 | Recordkeeping | $3,000 |
MEDICAL COST MANAGEMENT1 year Filed as: MEDICAL GROUP, INC. Service code 15 501 WASHINGTON STREET · SAN DIEGO, CA 92103 | Recordkeeping | $1,557 |
90 funds hold $4.1M of the plan's $136M. From the 2024 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vngrd Info Tech Indx Adml Manager not matched · Mutual fund Index | $188K | 4.5% |
| Pgim Ttl Rtn BD R6 Prudential (PGIM) · Mutual fund | $177K | 4.3% |
| Vngrd Us Gr Adml Manager not matched · Mutual fund | $144K | 3.5% |
| International Small Company Portfolio - Institutional Class Dimensional · Mutual fund | $141K | 3.4% |
| Nw S&P 500 Indx R6 Manager not matched · Mutual fund Index | $135K | 3.3% |
| Amfds 2020 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $132K | 3.2% |
| DFA International Value Portfolio Dimensional · Mutual fund | $106K | 2.6% |
| DFA Intl Sustbl Cor 1 Dimensional · Mutual fund | $94K | 2.3% |
| Vngrd Divd Gr Inv Manager not matched · Mutual fund | $90K | 2.2% |
| JnsHndrsn Glbl Lf Scnc I Manager not matched · Mutual fund | $86K | 2.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.