Filings through .
2 of 18 flags tripped on the 2025 filing.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$88K in admin expenses, $192 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
22 funds of $250K or more; 34 lines in all, holding $25.5M of the plan's $27.3M. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Vngrd Intmdtrminvmtgrd Inv Manager not matched · Other | $3.1M | 12.3% |
| MFS Mass Inv Gr Stk R4 MFS (Sun Life) · Mutual fund | $2.0M | 7.6% |
| As Dscpld US Cor R6 Manager not matched · Mutual fund | $1.7M | 6.8% |
| Vngrd Trgt Rtrmt 2050 Inv Manager not matched · Other | $1.5M | 6.0% |
| Nw S&P 500 Indx R6 Manager not matched · Mutual fund Index | $1.5M | 5.9% |
| Vngrd Trgt Rtrmt 2040 Inv Manager not matched · Other | $1.4M | 5.6% |
| Vngrd Trgt Rtrmt 2045 Inv Manager not matched · Other | $1.4M | 5.4% |
| Vngrd Mdcap Gr Inv Manager not matched · Other | $1.1M | 4.3% |
| Vngrd Trgt Rtrmt 2035 Inv Manager not matched · Other | $1.0M | 4.0% |
| Vngrd Trgt Rtrmt 2030 Inv Manager not matched · Other | $1.0M | 4.0% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
24 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 10 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVanguard Target Retirement 2050 Fund Investor Shares | $7.8M |
| DroppedVanguard Intermediate-Term Investment-Grade Fund Investor Shares | $2.8M |
| Share class changeMassachusetts Investors Growth Stock Fund R4 to MFS Mass Inv Gr Stk R4 | $1.7M to $2.0M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
24 more lines and 11 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
RBC WEALTH MANAGEMENT4 years Filed as: RBC CAPITAL MARKETS CORP, LLC Service code 26 · EIN 41-1416330 60 S 6TH ST · MINNEAPOLIS, MN 55402 Advisory (Participants) | $60,907 |
Service code 17 · EIN 85-0437924 3150 CARLISLE, NE SUITE 211 · ALBUQUERQUE, NM 87110 Pension Consulting | $25,379 |
NATIONWIDE9 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 Contract Administrator | $1,188 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
8 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025