Filings through .
No flags tripped on the 2025 filing.
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.
$15K in admin expenses, $79 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 37 lines in all, holding $15.8M of the plan's $20.3M. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.5M | 15.8% |
| State Street Balanced Index Fund - Class K State Street (SSgA) · Collective trust Index | $2.3M | 14.7% |
| Vngrd Ttl Stmkt Indx FD AS Manager not matched · Mutual fund Index | $2.0M | 13.0% |
| Ptnm GR Oppr R6 Manager not matched · Mutual fund | $1.3M | 8.5% |
| BNY Mellon Dynamic Value Fund Class Y BNY · Mutual fund | $767K | 4.9% |
| Fidelity Freeindx 2045 Inst Prm Fidelity (FMR) · Mutual fund | $566K | 3.6% |
| Baird Cor Pls Bd Inst Baird · Mutual fund | $515K | 3.3% |
| DFA Intl Lgcap Gr Dimensional · Mutual fund | $505K | 3.2% |
| Vngrd Ttl Intlstkindx Adml Manager not matched · Mutual fund | $466K | 3.0% |
| Artisan International Value Fund Institutional Shares Artisan Partners · Mutual fund | $431K | 2.7% |
| 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 |
27 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 7 funds, dropped 5 funds. Changed share class on 2 funds.
| Fund | Year-end value |
|---|---|
| Share class changeState Street Balanced Index Fund (Admiral) to State Street Balanced Index Fund - Class K | $1.3M to $2.3M |
| AddedVngrd Ttl Stmkt Indx FD AS | $2.0M |
| AddedPtnm GR Oppr R6 | $1.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
27 more lines and 11 more changes 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 2 by compensation.
| Provider | Compensation |
|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE INC Service code 15 · EIN 31-4156830 Recordkeeping | $31,054 |
NATIONWIDE2 years Service code 15 · EIN 31-4156830 Recordkeeping | $14,667 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025