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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $114,526 |
Filed as: AMERICAN PORTFOLIOS FINANCIAL SERVI Service code 28 · EIN 11-3018002 | Investment Management | $63,685 |
OSAIC WEALTH INC1 year Service code 28 · EIN 93-0987232 | Investment Management | $16,208 |
AMERICAN PORTFOLIOS FINANCIAL10+ years Service code 28 · EIN 11-3018002 | Investment Management | $3,112 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $1,860 |
37 funds of $250K or more; 50 lines in all, holding $108M of the plan's $108M. From the 2024 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $12.6M | 11.7% |
| Invsco Glbl Y Manager not matched · Mutual fund | $10.7M | 10.0% |
| Best OF America-Fixed Manager not matched · Insurance contract | $9.3M | 8.6% |
| Jnshndrsn Frty N Manager not matched · Mutual fund | $8.8M | 8.2% |
| Amfds AM Bal R6 Manager not matched · Mutual fund | $6.1M | 5.7% |
| Vngrd Ttl Stmkt Indx FD AS Manager not matched · Mutual fund Index | $5.6M | 5.2% |
| Parnassus Value Equity Fund Institutional Shares Affiliated Managers Group · Mutual fund | $5.3M | 4.9% |
| Col Divd Inc Inst2 Manager not matched · Mutual fund | $5.0M | 4.6% |
| Jnshndrsn Entrp I Manager not matched · Mutual fund | $3.8M | 3.6% |
| Cariln Eagle Mdcap GR I Manager not matched · Mutual fund | $3.8M | 3.6% |
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.
The auditor signed off without reservation. This is the cleanest opinion.