Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NORTHWESTERN OHIO ADMINISTRATORS IN Service code 10 · EIN 34-1337680 | Accounting | $14,889 |
Filed as: SHUMAKER LOOP & KENDRICK LLP Service code 29 · EIN 34-4439491 | Legal | $12,556 |
MARINER WEALTH ADVISORS, LLC3 years Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $10,000 |
MILLIMAN, INC.8 years Filed as: MILLIMAN INC Service code 11 · EIN 91-0675641 | Actuarial | $6,704 |
6 funds hold $12.2M of the plan's $12.3M. From the 2025 filing. Recordkeeper: Not identified.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $4.3M | 35.3% |
| Baird Fds Inc Inter Bd Instl Baird · Mutual fund | $3.7M | 30.4% |
| Growth Fund R6 Manager not matched · Mutual fund | $1.6M | 12.8% |
| Government Obligation Institutional Federated Federated Hermes · Money market | $1.0M | 8.6% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $845K | 6.9% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund | $726K | 6.0% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
| Actuary | Schedule | Address, phone |
|---|---|---|
Yutaro Seki Milliman, Inc. Schedule MB | Schedule MB | Pro |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.