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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 18 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping fees; Participant commu... | $78,678 |
MERIT BENEFITS GROUP, INC.5 years Filed as: MERIT FINANCIAL ADVISORS Service code 26 · EIN 45-3686413 2400 LAKEVIEW PKWY STE 550 · ALPHARETTA, GA 30009 | Advisory (Participants) | $51,266 |
PENSION SOLUTIONS, INC.7+ years Filed as: PENSION SOLUTIONS INC Service code 15 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Recordkeeping | $17,722 |
IRON FIDUCIARY2 years Service code 27 · EIN 99-9552241 | Advisory (Plan) | $7,332 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $6,866 |
11 funds of $250K or more; 69 lines in all, holding $14.8M of the plan's $16.2M. From the 2025 filing. Recordkeeper: Pension Solutions.
Target-date series: Nuveen Lifecycle Index, mutual fund, 78% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $11.5M | 77.7% |
| Nationwide Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $759K | 5.1% |
| Nationwide Putnam Large Cap Growth Fund Y Franklin Templeton · Mutual fund | $342K | 2.3% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $159K | 1.1% |
| Principal MidCap Fund Class R6 Nationwide · Mutual fund | $135K | 0.9% |
| Nationwide BNY Mellon Dynamic Value Fund (Y) BNY · Mutual fund | $118K | 0.8% |
| Nationwide Fixed Select Guaranteed Annuity Contract Nationwide · Insurance contract | $110K | 0.7% |
| Nationwide Clearbridge Large Cap Growth Fund Franklin Templeton · Mutual fund | $105K | 0.7% |
| Nationwide Gqg Us Quality Equity Fund - Class R6 GQG Partners · Mutual fund | $95K | 0.6% |
| Nationwide Loomis All Cap Growth Fund Class R6 Natixis IM · Mutual fund | $95K | 0.6% |
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 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.