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| Provider | Service type | Compensation |
|---|---|---|
PRUNEYARD FINANCIAL GROUP, INC.11+ years Service code 26 · EIN 77-0445521 1999 S BASCOM AVE, SUITE 990 · CAMPBELL, CA 95008 | Advisory (Participants) | $141,741 |
NATIONWIDE11+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,033 |
PLAN DESIGN CONSULTANTS, INC.11+ years Service code 13 · EIN 94-2936206 3451 VIA MONTEBELLO · CARLSBAD, CA 92009 | Contract Administrator | $4,815 |
KESTRA FINANCIAL10+ years Filed as: KESTRA INVESTMENT SERVICES, Service code 27 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $0 |
27 funds of $250K or more; 100 lines in all, holding $38.0M of the plan's $45.3M. From the 2025 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| American Century Amcent Inv American Century · Other | $12.2M | 32.2% |
| date, rate of interest, collateral Cost Value Mutual Funds Manager not matched · Mutual fund | $4.0M | 10.5% |
| Fidelity Advisors Fidelity (FMR) · Mutual fund Possible retail class A | $2.9M | 7.6% |
| American Century Amcent Onechceinrtrmt Inv American Century · Other | $2.3M | 6.1% |
| Pacific Investment Management Company PIMCO (Allianz) · Mutual fund | $2.2M | 5.8% |
| Nationwide Nw Gov Mny Mkt R6 + Nationwide · Money market Recordkeeper's own fund | $1.8M | 4.8% |
| PIMCO Hi Yld Spctrm Inst PIMCO (Allianz) · Mutual fund | $1.6M | 4.1% |
| Vaneck Intl Inv Gold A Manager not matched · Other | $613K | 1.6% |
| Eaton Vance Ev Atlnta Cap Smid Cap A Morgan Stanley · Other | $589K | 1.6% |
| Invesco Ltd Invesco · Mutual fund Possible retail class A | $581K | 1.5% |
Added 2 funds, dropped 20 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedAmerican Century Amcent Inv | $11.4M |
| Addeddate, rate of interest, collateral Cost Value Mutual Funds | $4.0M |
| ReplacedHighFidelity Advisor New Insignts Funds - Class A to PIMCO Hi Yld Spctrm Inst | $2.0M to $1.6M |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.