Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
L&L FINANCIAL SERVICES11+ years Service code 26 · EIN 63-1238530 | Advisory (Participants) | $278,124 |
NATIONWIDE11+ years Service code 15 · EIN 31-4177100 | Recordkeeping | $104,472 |
BRINKER CAPITAL5 years Filed as: BRINKER CAPTITAL INVESTMENTS Service code 26 · EIN 13-4109249 | Advisory (Participants) | $59,560 |
BENEFIT PROFESSIONALS, INC.11+ years Service code 17 · EIN 47-3852281 | Pension Consulting | $48,973 |
IRON FIDUCIARY2 years Service code 26 · EIN 99-9552241 | Advisory (Participants) | $14,927 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $2,992 |
20 funds of $250K or more; 53 lines in all, holding $32.0M of the plan's $33.2M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle, mutual fund, 69% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $22.0M | 68.7% |
| ClearBridge Large Cap Growth Fund Franklin Templeton · Mutual fund | $2.0M | 6.4% |
| DoubleLine Core Fixed Income Fund DoubleLine · Mutual fund | $1.0M | 3.1% |
| Vanguard Total Investment Stock Index Fund Vanguard · Mutual fund Index | $962K | 3.0% |
| Vanguard Total Stock Market Index Fund Investor Shares Vanguard · Mutual fund Index | $792K | 2.5% |
| Vanguard Wellesley Income Fund Investor Shares Vanguard · Mutual fund | $620K | 1.9% |
| Vanguard Value Index Fund Investor Shares Vanguard · Mutual fund Index | $534K | 1.7% |
| State Street Balanced Index Fund Class K State Street (SSgA) · Mutual fund Index | $503K | 1.6% |
| Vanguard Dividend Growth Fund Investor Shares Vanguard · Mutual fund | $427K | 1.3% |
| BlackRock Strategic 80/20 Target Allocati BlackRock · Mutual fund | $415K | 1.3% |
Dropped 1 fund. Changed vehicle on 1 fund.
| Fund | Year-end value |
|---|---|
| Other vehicle moveNuveen target date (separate account) to Nuveen Lifecycle 2030 Fundseparate account to mutual fund | $16.6M to $22.0M |
| DroppedTCW Metwest Ultra Short Bond Fund | $431K |
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.