Filings through .
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4417710 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,686 |
Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 | Loan Processing | $8,470 |
CADARET GRANT & CO INC1 year Filed as: CLOSED DLR-CADARET GRANT & CO INC. Service code 26 · EIN 26-4311657 | Advisory (Participants) | $2,274 |
IRON FINANCIAL2 years Service code 27 · EIN 99-9552241 | Advisory (Plan) | $1,813 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156810 | Recordkeeping | $453 |
EDWARD D.A. SOMMER2 years Filed as: EDWARD DA SOMMER Service code 27 300 WEST WILSON BRIDGE ROAD · WORTHINGTON, OH 43085 | Advisory (Plan) | $236 |
Service code 27 · EIN 22-2361254 | Advisory (Plan) | $0 |
11 funds of $250K or more; 25 lines in all, holding $11.8M of the plan's $11.8M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Fidelity Freedom Index, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $4.5M | 37.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $3.1M | 26.4% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $912K | 7.8% |
| State ST Glb Ex-Us K Manager not matched · Mutual fund | $838K | 7.1% |
| DFA SM Cap Grth Inst Dimensional · Mutual fund | $565K | 4.8% |
| Vang Mdcpgr Index Adm Vanguard · Mutual fund Index | $451K | 3.8% |
| Vang Mdcpval Index Adm Vanguard · Mutual fund Index | $266K | 2.3% |
| Putn Large CP Val R1 Manager not matched · Mutual fund Possible retail class R1 | $180K | 1.5% |
| International Grow th Fund II R1 Manager not matched · Mutual fund Possible retail class R1 | $169K | 1.4% |
| NEW World Fund INC Class R-6 Capital Group · Mutual fund | $156K | 1.3% |
Added 4 funds, dropped 5 funds, likely replaced 1 fund. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchNuveen Lifecycle Index 2045 Fund Class R6 to Fidelity Freedom Index 2045 Fund Institutional Premium Class | $3.1M to $4.5M |
| ReplacedHighPutnam Large Cap Growth Fund Class Y Shares to Vanguard Growth Index Fund Admiral Shares | $628K to $912K |
| AddedState ST Glb Ex-Us K | $838K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
The auditor signed off without reservation. This is the cleanest opinion.