Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$29K in admin expenses, $198 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
5 funds of $250K or more; 14 lines in all, holding $5.9M of the plan's $5.9M. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, mutual fund, 83% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 10 vintages | $4.9M | 83.1% |
| Current Nationwide Life Insurance Company Nationwide · Insurance contract Recordkeeper's own fund | $287K | 4.9% |
| ~ @ ff, ithpalas AZanne Stolz (ae Manager not matched · Other | $240K | 4.1% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $118K | 2.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $81K | 1.4% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $48K | 0.8% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $48K | 0.8% |
| John Hancock Dscpld Value Midcap R6 John Hancock (Manulife) · Mutual fund | $43K | 0.7% |
| Fidelity Total International Index Fund Fidelity (FMR) · Mutual fund Index | $41K | 0.7% |
| Fidelity Small Cap Growth K6 Fund Fidelity (FMR) · Mutual fund | $22K | 0.4% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
4 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
4 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
NATIONWIDE8 years Service code 15 · EIN 31-4156830 PO BOX 183046 · COLUMBUS, OH 43218-3049 Recordkeeping | $28,972 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
2 contacts
10 filings · 2016 to 2025