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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $91,360 |
NATIONWIDE2 years Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $8,361 |
NW1 year Service code 29 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Legal | $500 |
CETERA FINANCIAL GROUP1 year Filed as: CETERA WEALTH SERVICES LLC Service code 28 · EIN 95-3845382 2301 ROSECRANS AVE STE 5100 · EL SEGUNDO, CA 90245 | Investment Management | $0 |
Service code 28 · EIN 63-0879387 2801 HIGHWAY 280 S · BIRMINGHAM, AL 35223 | Investment Management | $0 |
14 funds of $250K or more; 28 lines in all, holding $9.4M of the plan's $10.2M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 29% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 6 vintages | $2.7M | 29.3% |
| Vanguard 500 Index Fund Vanguard · Mutual fund Index | $2.0M | 21.6% |
| Vngrd Trgt Rtrmt 2055 Inv Manager not matched · Mutual fund | $787K | 8.4% |
| DFA US Vectr EQ Inst Dimensional · Mutual fund | $605K | 6.5% |
| Vngrd Trgt Rtrmt 2060 Inv Manager not matched · Mutual fund | $580K | 6.2% |
| JPMorgan LgCap Growth R6 JPMorgan · Mutual fund | $495K | 5.3% |
| Fidelity Stk Sel Smcap Fidelity (FMR) · Mutual fund | $456K | 4.9% |
| Vngrd Trgt Rtrmt 2065 Inv Manager not matched · Mutual fund | $434K | 4.6% |
| Amfds New Prspct R6 Manager not matched · Mutual fund | $298K | 3.2% |
| JPM Lgcap Val R5 JPMorgan · Mutual fund | $273K | 2.9% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedAmfds New Prspct R6 | $298K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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.
The auditor signed off without reservation. This is the cleanest opinion.