Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER5+ years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,063 |
ADP BROKER-DEALER5+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL LLC Service code 49 · EIN 47-4777055 | Other Services | $0 |
9 funds of $250K or more; 14 lines in all, holding $5.8M of the plan's $6.3M. From the 2025 filing. Recordkeeper: ADP.
Target-date series: American Funds Target Date, mutual fund, 76% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintages | $4.4M | 76.1% |
| Nationwide S&P 500 Index Fund Class R Nationwide · Mutual fund Index | $729K | 12.5% |
| Fidelity Advisor Equity Growth Fund Class M Fidelity (FMR) · Mutual fund | $209K | 3.6% |
| JPMorgan U.S. Equity Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $107K | 1.8% |
| Columbia Dividend Income Fund Class R Ameriprise (Columbia Threadneedle) · Mutual fund | $82K | 1.4% |
| Invesco Stable Asset Fund Invesco · Stable value Stable value | $82K | 1.4% |
| Putnam Small Cap Growth Fund Class R Shares Franklin Templeton · Mutual fund | $60K | 1.0% |
| Ntw International Index R Manager not matched · Mutual fund Index | $53K | 0.9% |
| JPMorgan Mid Cap Value Fund Class R2 JPMorgan · Mutual fund Possible retail class R2 | $42K | 0.7% |
| Nationwide Small Cap Index Fund Class R Nationwide · Mutual fund Index | $16K | 0.3% |
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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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.