Filings through .
2 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$2K in admin expenses, $19 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 51 lines in all, holding $5.5M of the plan's $5.5M. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| NW Dest 2045 R6 Manager not matched · Separate account | $1.3M | 23.1% |
| NW Dest 2050 R6 Manager not matched · Separate account | $722K | 13.1% |
| NW Dest 2030 R6 Manager not matched · Separate account | $559K | 10.1% |
| NW Dest 2035 R6 Manager not matched · Separate account | $558K | 10.1% |
| NW Dest 2055 R6 Manager not matched · Separate account | $371K | 6.7% |
| Nationwide Fixed Select Option Nationwide · Insurance contract Recordkeeper's own fund | $357K | 6.5% |
| NW Dest 2040 R6 Manager not matched · Separate account | $321K | 5.8% |
| NW Dest 2060 R6 Manager not matched · Separate account | $223K | 4.0% |
| Parnassus Cor EQ Inst Affiliated Managers Group · Separate account | $162K | 2.9% |
| Vngrd Mdcap GR Indx Adml Manager not matched · Separate account Index | $119K | 2.2% |
| 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 |
41 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
41 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 4 by compensation.
| Provider | Compensation |
|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-1592130 37 W BROAD ST 10TH FLOOR · COLUMBUS, OH 43215 Recordkeeping | $10,125 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 27 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 60673 Advisory (Plan) | $2,200 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 Advisory (Participants) | $202 |
Filed as: MML INVESTORS SERVICES, LLC Service code 26 · EIN 04-2746212 PO BOX 9500 · SPRINGFIELD, MA 01002 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025