Filings through .
Filed June 8, 2009
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $9,512 |
SECOND LINE CAPITAL LLC2 years Filed as: SECOND LINE CAPITAL , LLC Service code 26 · EIN 92-3387385 2800 VETERANS MEMORIAL BLVD · METAIRIE, LA 70002 | Advisory (Participants) | $8,969 |
NATIONWIDE2 years Service code 13 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $6,545 |
SENTINEL PENSION ADVISORS2 years Filed as: SENTINEL PENSION Service code 10 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $5,276 |
68 funds hold $2.7M of the plan's $2.7M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: American Funds Target Date, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nationwide Invesco Core Plus Bond Fund Class R6 Invesco · Mutual fund | $142K | 5.3% |
| Nationwide Loomis All Cap Growth Fund Class R6 Natixis IM · Mutual fund | $128K | 4.8% |
| Nationwide Loomis Core Bond Fund Class R6 Natixis IM · Mutual fund | $127K | 4.7% |
| Nationwide Gqg Us Quality Equity Fund - Class R6 GQG Partners · Mutual fund | $122K | 4.6% |
| Fidelity Large Cap Value Index Fund Fidelity (FMR) · Mutual fund Index | $116K | 4.3% |
| Growth Fund OF America Class A Capital Group · Mutual fund Possible retail class A | $100K | 3.8% |
| PIMCO Real Return Fund Institutional PIMCO (Allianz) · Mutual fund | $88K | 3.3% |
| American Balanced Fund Class A Capital Group · Mutual fund | $86K | 3.2% |
| Fidelity U.S. Bond Index Fund Stock Price Fidelity (FMR) · Mutual fund Index | $84K | 3.2% |
| American Funds Target Date Capital Group · Mutual fund Target-date, 7 vintages | $84K | 3.1% |
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.