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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE11+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $105,491 |
DOEREN MAYHEW2 years Filed as: DOEREN MAYHEW ADVISORS Service code 15 · EIN 99-4179178 | Recordkeeping | $57,943 |
IRON-CO-FID-COMPREHENSIVE9 years Filed as: IRON-CO-FID COMPREHENSIVE Service code 28 · EIN 26-2409128 | Investment Management | $21,867 |
24 funds of $250K or more; 49 lines in all, holding $43.9M of the plan's $46.2M. From the 2025 filing. Recordkeeper: Doeren Mayhew Advisors.
Target-date series: Nuveen Lifecycle Index, mutual fund, 46% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $20.1M | 45.7% |
| State Street Balanced Index Fund - Class K State Street (SSgA) · Collective trust Index | $5.3M | 12.1% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.5M | 8.0% |
| BNY Mellon Dynamic Value Fund Class Y BNY · Mutual fund | $2.5M | 5.7% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 7 vintages | $1.5M | 3.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.5M | 3.3% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 3.2% |
| Putnam Large Cap Growth Fund Class Y Shares Franklin Templeton · Mutual fund | $1.3M | 2.9% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $1.1M | 2.5% |
| Artisan International Value Fund Institutional Shares Artisan Partners · Mutual fund | $1.0M | 2.3% |
Added 2 funds, dropped 2 funds.
| Fund | Year-end value |
|---|---|
| AddedBNY Mellon Dynamic Value Fund Class Y | $2.5M |
| DroppedVanguard Windsor Fund Admiral Shares | $2.5M |
| AddedVanguard Small-Cap Index Fund Admiral Shares | $1.4M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.