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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Service code 15 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $57,009 |
OSAIC WEALTH INC2 years Filed as: OASIC ADVISORY SERVICES, LLC Service code 22 · EIN 46-5391363 | Insurance Broker | $23,515 |
CHARLES SCHWAB & CO., INC.6 years Filed as: REA & ASSOCIATES, INC. Service code 15 · EIN 34-1310124 | Recordkeeping | $20,800 |
WMG FINANCIAL ADVISORS1 year Filed as: WMG FINANCIAL ADVISORS LLC Service code 27 · EIN 20-1971280 | Advisory (Plan) | $9,642 |
Filed as: IRON FIDUCIARY Service code 27 · EIN 99-9552241 | Advisory (Plan) | $8,353 |
NATIONWIDE7 years Filed as: MATIONWIDE LIFE INSURANCE Service code 22 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Insurance Broker | $1,671 |
12 funds of $250K or more; 28 lines in all, holding $17.3M of the plan's $17.9M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, mutual fund, 45% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $7.9M | 45.4% |
| State Street Balanced Index Fund Class K State Street (SSgA) · Mutual fund Index | $5.5M | 31.7% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $790K | 4.6% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $540K | 3.1% |
| Blackrock 80/20 Target Allocation Ins BlackRock · Mutual fund | $470K | 2.7% |
| Putnum Growth Opportunities Y Manager not matched · Mutual fund | $465K | 2.7% |
| Vanguard Wellesley Income Fund Admiral Shares Vanguard · Mutual fund | $443K | 2.6% |
| BNY Mellon Dynamic Value Fund Class Y BNY · Mutual fund | $229K | 1.3% |
| Fidelity U.S. Sustainability Index Fund Fidelity (FMR) · Mutual fund Index | $148K | 0.9% |
| Artisan International Value Fund Institutional Shares Artisan Partners · Mutual fund | $137K | 0.8% |
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Wellesley Income Investors | $444K |
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 61,314 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.
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.