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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,774 |
Filed as: MORGAN STANLEY Service code 27 · EIN 26-4310632 1300 THA · BALTIMORE, MD 21231 | Advisory (Plan) | $22,121 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC Service code 14 · EIN 13-3745616 5350 SEVENTY-SEVEN INC · CHARLOTTE, NC 28217 | Plan Administrator | $11,143 |
9 funds of $250K or more; 38 lines in all, holding $8.7M of the plan's $8.7M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 60% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 8 vintages | $5.2M | 59.8% |
| at fair value: Vanguard Vanguard · Mutual fund | $1.6M | 17.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $711K | 8.2% |
| Guaranteed Interest Account, AT Fair Value Nationwide Best of America Retirement Advisor Fixed Contract Nationwide · Insurance contract Recordkeeper's own fund | $263K | 3.0% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $258K | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $209K | 2.4% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $129K | 1.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $88K | 1.0% |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares Vanguard · Mutual fund Index | $37K | 0.4% |
| Nuveen Real Estate Securities Fund Class R6 TIAA (Nuveen) · Mutual fund | $22K | 0.3% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.