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| Provider | Service type | Compensation |
|---|---|---|
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 | Investment Management | $41,410 |
NATIONWIDE1 year Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $19,611 |
14 funds of $250K or more; 30 lines in all, holding $14.0M of the plan's $14.1M. From the 2024 filing. Recordkeeper: Principal.
Target-date series: Fidelity Freedom Index, mutual fund, 37% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Freedom Index Fidelity (FMR) · Mutual fund Target-date, 11 vintages | $5.2M | 36.9% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.3M | 16.6% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $2.2M | 15.8% |
| Nationwide Government Money Market Fund Class R6 Nationwide · Money market | $1.0M | 7.2% |
| MFS Mid Cap Value Fund R6 MFS (Sun Life) · Mutual fund | $553K | 4.0% |
| Fidelity Small Cap Index Fund Fidelity (FMR) · Mutual fund Index | $550K | 3.9% |
| Fidelity Mid Cap Index Fund Fidelity (FMR) · Mutual fund Index | $550K | 3.9% |
| JPMorgan Core Plus Bond Fund Class R6 JPMorgan · Mutual fund | $496K | 3.6% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $333K | 2.4% |
| MFS Value Fund R6 MFS (Sun Life) · Mutual fund | $292K | 2.1% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.