Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC-RPCP Service code 28 · EIN 95-2834236 | Investment Management | $56,690 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $39,995 |
IRON FIDUCIARY1 year Service code 52 · EIN 99-9552241 | Indirect Investment Fees | $4,492 |
Service code 28 · EIN 20-1409613 | Investment Management | $2,555 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 | Investment Management | $898 |
11 funds of $250K or more; 42 lines in all, holding $19.9M of the plan's $20.7M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $4.2M | 21.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.8M | 19.0% |
| Federated Hermes Mid-Cap Index Fund Federated Hermes · Mutual fund Index | $2.8M | 13.9% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 7.5% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $1.3M | 6.7% |
| Eupac Fund Class R-6 Capital Group · Mutual fund | $1.0M | 5.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund | $734K | 3.7% |
| Fidelity Large Cap Growth Index Fund Fidelity (FMR) · Mutual fund Index | $705K | 3.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Separate account Index | $640K | 3.2% |
| Reliance Metlife GAC Series 25053 Fund MetLife · Mutual fund | $388K | 1.9% |
Added 3 funds.
| Fund | Year-end value |
|---|---|
| AddedFidelity 500 Index Fund | $640K |
| AddedReliance Metlife GAC Series 25053 Fund | $388K |
| AddedVngrd Ttl Stmkt Indx FD AS | $267K |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.