Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 26 · EIN 31-4177100 NOE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $54,258 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON FIDUCIARY Service code 27 · EIN 99-9552241 5440 WEST 110TH STREET · SHAWNEE MISSION, KS 66211 | Advisory (Plan) | $15,052 |
NATIONWIDE8 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $8,218 |
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4071393 1290 AVENUE OF THE STARS · NEW YORK, NY 10104 | Advisory (Participants) | $4,455 |
EQUITABLE ADVISORS LLC3 years Filed as: EQUITABLE NETWORK,LLC - JANIE SMITH Service code 27 2550 INTERSTATE DRIVE, SUITE 250 · HARRISBURG, PA 17110 | Advisory (Plan) | $0 |
THE RYDING COMPANY8 years Service code 17 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 913612797 | Pension Consulting | $0 |
18 funds of $250K or more; 59 lines in all, holding $21.4M of the plan's $22.6M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 51% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $11.0M | 51.4% |
| State Street Balanced Index Fund Class K State Street (SSgA) · Mutual fund Index | $1.6M | 7.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $1.4M | 6.6% |
| Putnam Large Cap Growth Fund Class Y Shares Franklin Templeton · Mutual fund | $1.3M | 6.1% |
| Blackrock 80/20 Target Allocation Ins BlackRock · Mutual fund | $996K | 4.6% |
| Victory Sycamore Established Value Fund Class I Victory Capital · Mutual fund | $799K | 3.7% |
| Artisan International Value Fund Institutional Shares Artisan Partners · Mutual fund | $542K | 2.5% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $517K | 2.4% |
| New World Fund (R6) Capital Group · Mutual fund | $348K | 1.6% |
| Vanguard Small-Cap Index Fund Vanguard · Mutual fund Index | $281K | 1.3% |
Dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedBrown Advisory Sustainable Growth Fund Institutional Shares | $401K |
| ReplacedHighNationwide Geneva Small Cap Growth Fund Institutional Service Class to Vanguard Small-Cap Index Fund | $333K to $281K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.