Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
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 9 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
8 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$23K in admin expenses, $109 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; 93 lines in all, holding $5.3M of the plan's $5.7M. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nationwide Nationwide · Insurance contract Recordkeeper's own fund | $534K | 10.0% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index | $429K | 8.0% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $338K | 6.3% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $274K | 5.1% |
| Nationwide Amfds 2025 Trgtdtrtrmt R6 Nationwide · Mutual fund Recordkeeper's own fund | $272K | 5.1% |
| PIMCO Real Rtn Inst PIMCO (Allianz) · Mutual fund | $225K | 4.2% |
| Blkrk Ttl Rtn K BlackRock · Mutual fund | $216K | 4.0% |
| Nationwide Fed Hrms Gov Oblgtns Prmr + Nationwide · Mutual fund Recordkeeper's own fund | $182K | 3.4% |
| JPMorgan Equity Income Fund Class R5 JPMorgan · Mutual fund | $173K | 3.2% |
| BlackRock High Yield Portfolio BlackRock · Mutual fund | $164K | 3.1% |
| 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 |
83 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
83 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 |
|---|---|
NATIONWIDE7 years Service code 15 · EIN 31-4156830 Recordkeeping | $23,679 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
Filed January 29, 2008.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
2 contacts
9 filings · 2016 to 2025