Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $16,996 |
Service code 28 · EIN 82-1364595 | Investment Management | $11,966 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $552 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 | Advisory (Participants) | $526 |
6 funds of $250K or more; 56 lines in all, holding $4.2M of the plan's $4.2M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Investment Cost Value Mutual Funds of Registered Investment Companies Manager not matched · Mutual fund | $793K | 19.1% |
| Amfds 2030 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $653K | 15.7% |
| Amfds 2040 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $485K | 11.7% |
| Fiduciary Investment Trust Aggressive Portfolio C Manager not matched · Collective trust | $344K | 8.3% |
| JPMorgan LgCap Growth R6 JPMorgan · Mutual fund | $328K | 7.9% |
| Fiduciary Investment Trust Balanced Portfolio Class C Manager not matched · Collective trust | $325K | 7.8% |
| Amfds 2045 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $245K | 5.9% |
| Amfds 2055 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $173K | 4.2% |
| Amfds 2025 Trgt DT Retirement Income R6 Manager not matched · Mutual fund | $160K | 3.8% |
| Amfds 2060 Trgtdtrtrmt R6 Manager not matched · Mutual fund | $154K | 3.7% |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.