Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 66 lines in all, holding $7.5M of the plan's $7.7M. Recordkeeper: not identified.
Target-date series: Vanguard Target Retirement, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity Puritan Fund Fidelity (FMR) · Mutual fund | $1.3M | 17.9% |
| Guaranteed Interest Account at Contract Value Nationwide Nationwide · Insurance contract | $568K | 7.6% |
| JPMorgan Growth Advantage Fund Class R6 JPMorgan · Mutual fund | $521K | 7.0% |
| Small CAP Value Fund R6 Class American Century · Separate account | $317K | 4.2% |
| Vanguard International Growth Fund Admiral Shares Vanguard · Mutual fund | $296K | 4.0% |
| Fidelity Advisor Growth Opportunities Fund Fidelity (FMR) · Mutual fund | $266K | 3.6% |
| Columbia Select Dividend Income Instl Ameriprise (Columbia Threadneedle) · Mutual fund | $256K | 3.4% |
| Janus Henderson Global Technology and Innovation Fund Janus Henderson · Mutual fund | $237K | 3.2% |
| Delaware Ivy Mid Cap Income Opps Macquarie / Nomura · Other | $223K | 3.0% |
| International Discovery Manager not matched · Other | $207K | 2.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
56 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
56 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
NATIONWIDE2 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 Advisory (Participants) | $17,075 |
Filed as: QUALIFIED PLAN ADMINISTRATORS INC Service code 26 · EIN 56-1721260 3707-B WEST MARKET STREET · GREENSBORO, NC 27403 Advisory (Participants) | $5,475 |
PARK AVENUE SECURITIES LLC2 years Filed as: PARK AVENUE SECURITIES LLLC Service code 26 · EIN 13-2615338 Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
3 contacts
10 filings · 2016 to 2025