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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $399 |
PENTEGRA SERVICES, INC.1+ years Filed as: A P S - PENTEGRA Service code 14 · EIN 13-3892096 5350 77 CENTER DR STE 200 · CHARLOTTE, NC 28217 | Plan Administrator | $90 |
OSAIC WEALTH INC1+ years Filed as: OSAIC WEALTH INC. Service code 27 · EIN 93-0987232 18700 N HAYDEN RD STE 255 · SCOTTSDALE, AZ 85255 | Advisory (Plan) | $0 |
3 funds hold $474K of the plan's $546K. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, collective trust, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Collective trust Target-date, 11 vintages | $215K | 45.3% |
| date, rate of interest, collateral, par or maturity Vanguard Strategic Equity Fund Investor Vanguard · Mutual fund | $132K | 27.9% |
| JPM Growth Advantage Fund - R JPMorgan · Mutual fund | $127K | 26.7% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).