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| Provider | Service type | Compensation |
|---|---|---|
Filed as: IFP ADVISORS, LLC Service code 26 · EIN 59-3331424 DBA INDEPENDENT FINANCIAL PARTNERS · TAMPA, FL 33607 | Advisory (Participants) | $0 |
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $0 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 35 IRON POINT CIRCLE · FOLSOM, CA 95630 | Recordkeeping | $0 |
Filed as: NORTHWESTERN MUTUAL INV. SERVICES Service code 26 ATTENTION IPS COMPENSATION · MILWAUKEE, WI 53202 | Advisory (Participants) | $0 |
1 fund holds $3.5M of the plan's $23.1M. From the 2024 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| WNattonwide Financial Services, Inc. PIMCO Low Dur Inc Inst PIMCO (Allianz) · Mutual fund | $3.5M | 100.0% |
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.
| Actuary | Schedule | Address, phone |
|---|---|---|
Jerrold Filipski, FSA, Ea Futureplan by Ascensus Schedule SB | Schedule SB | Pro |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.