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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $5,080 |
PB&H BENEFITS3 years Service code 10 · EIN 74-1130599 401 W HWY 6 · WACO, TX 76710 | Accounting | $1,291 |
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $118 |
Filed as: MML INSURANCE AGENCY, LLC Service code 22 PO BOX 9500 · SPRINGFIELD, MA 01102 | Insurance Broker | $0 |
Filed as: MML INVESTOR SERVICES, LLC Service code 26 PO BOX 9500 · SPRINGFIELD, MA 01102 | Advisory (Participants) | $0 |
5 funds of $250K or more; 55 lines in all, holding $4.3M of the plan's $4.3M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $1.7M | 40.2% |
| Vanguard Balanced Index Fund Admiral Shares Vanguard · Mutual fund Index | $261K | 6.1% |
| Vanguard Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $256K | 6.0% |
| American Funds Growth Portfolio Class R-6 Capital Group · Mutual fund | $164K | 3.8% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $141K | 3.3% |
| Nationwide Fixed Select Option Nationwide · Insurance contract Recordkeeper's own fund | $134K | 3.1% |
| JPMorgan Large Cap Value Fund JPMorgan · Mutual fund | $110K | 2.6% |
| Vanguard Small-Cap Growth Index Fund Investor Shares Vanguard · Mutual fund Index | $109K | 2.5% |
| Vanguard Mid-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $103K | 2.4% |
| Vanguard Health Care Fund Investor Shares Vanguard · Mutual fund | $98K | 2.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.