Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
DUNBAR, BENDER & ZAPF, INC.5+ years Service code 13 · EIN 25-1650062 | Contract Administrator | $58,420 |
LPL FINANCIAL4 years Filed as: LPL FINANCIAL - SMS SERVICE PROVIDE Service code 26 · EIN 95-2834236 | Advisory (Participants) | $19,438 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 | Advisory (Participants) | $13,160 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL CORPORATE 3(38) Service code 27 · EIN 95-2834236 | Advisory (Plan) | $7,777 |
NATIONWIDE5+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $5,365 |
41 funds hold $2.6M of the plan's $16.3M. From the 2025 filing. Recordkeeper: Dunbar, Bender & Zapf.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nationwide Fixed Select Contract Nationwide · Insurance contract | $214K | 8.3% |
| Nw Loomis Allcap Gr R6 Natixis IM · Mutual fund | $195K | 7.6% |
| Nationwide Nw Ggq U.S. Qlty Eqty Fund R6 Nationwide · Mutual fund | $187K | 7.3% |
| Invesco International Growth Fund Class R6 Invesco · Mutual fund | $151K | 5.9% |
| Nationwide NW Mel Dynmc US Cor R6 Nationwide · Mutual fund | $126K | 4.9% |
| NW BNY Mellon Dyn U.S. EQ Inc Fund CL R6 BNY · Mutual fund | $117K | 4.6% |
| DFA International Value Portfolio Dimensional · Mutual fund | $115K | 4.5% |
| Nationwide GldmnScs Gqgptnrintloppr R6 Nationwide · Mutual fund | $115K | 4.5% |
| JPM Emrg Mkt EQ R6 JPMorgan · Mutual fund | $111K | 4.3% |
| Nationwide Amfds New Wld R6 Nationwide · Mutual fund | $109K | 4.2% |
No lineup changes between the 2024 and 2025 filings.
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.