Filings through .
Filed November 17, 2017
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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) | $37,555 |
CECILCO1 year Filed as: CECIL BENEFITS GROUP, INC Service code 13 · EIN 75-2452820 14881 QUORUM DR · DALLAS, TX 75254 | Contract Administrator | $21,713 |
NATIONWIDE11+ years Service code 15 · EIN 31-4177100 ONE NATIONWIDE · COLUMBUS, OH 43215 | Recordkeeping | $10,934 |
CECILCO11+ years Service code 13 · EIN 75-2452820 14881 QUORUM DRIVE · DALLAS, TX 75254 | Contract Administrator | $9,389 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,165 |
Filed as: PROSPERA FINANCIAL SERVICES INC. Service code 55 | Other Commissions | $4,789 |
PROSPERA FINANCIAL SERVICES11+ years Service code 55 · EIN 75-1832551 5429 LBJ FREEWAY · DALLAS, TX 75240 | Other Commissions | $0 |
12 funds of $250K or more; 39 lines in all, holding $7.2M of the plan's $7.5M. From the 2024 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Fidelity 500 Indx Insprm Fidelity (FMR) · Separate account Index | $1.4M | 19.0% |
| NW Fixed Select Option Manager not matched · Insurance contract | $451K | 6.3% |
| Dodgecox Intl Stk Manager not matched · Separate account | $364K | 5.1% |
| Gdmnscs Gqgptnrintloppr R6 Manager not matched · Separate account | $355K | 4.9% |
| Fidelity International Index Fund Fidelity (FMR) · Separate account Index | $352K | 4.9% |
| Nw Loomis Allcap Gr R6 Natixis IM · Separate account | $333K | 4.6% |
| Avnts Us Lgcap Val Inst Manager not matched · Separate account | $319K | 4.4% |
| JPM Lgcap Gr R6 JPMorgan · Separate account | $296K | 4.1% |
| JPMorgan Equity Income Fund Class R5 JPMorgan · Separate account | $282K | 3.9% |
| Fidelity U.S. Bond Index Fund Fidelity (FMR) · Separate account Index | $279K | 3.9% |
Covers 61,314 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.