Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
PLEXUS FINANCIAL SERVICES, LLC4+ years Filed as: PLEXUS FINANCIAL SERVIOCES, LLC Service code 27 21805 FIELD PARKWAY · BARRINGTON, IL 60010 | Advisory (Plan) | $22,758 |
ACTUARIAL BENEFITS CORP4+ years Service code 13 · EIN 20-1054428 2790 SKYPARK DRIVE · TORRANCE, CA 90505 | Contract Administrator | $11,858 |
NATIONWIDE3 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $10,311 |
CM3 ADVISOR2 years Service code 10 750 B STREET, SUITE 1920 · SAN DIEGO, CA 92101 | Accounting | $10,000 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $451 |
6 funds of $250K or more; 44 lines in all, holding $4.3M of the plan's $4.4M. From the 2024 filing. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| NW Fxd Sel Optn Manager not matched · Insurance contract | $1.1M | 25.0% |
| flexPth Indx Mod 2035 R1 Manager not matched · Collective trust Index | $880K | 20.5% |
| flexPth Indx ModRtrmt R1 Manager not matched · Collective trust Index | $770K | 17.9% |
| flexPth Indx Mod 2045 R1 Manager not matched · Collective trust Index | $304K | 7.1% |
| Wlmntrbr EQ Indx 1 Manager not matched · Mutual fund Index | $280K | 6.5% |
| Vngrd Mid-Cap Index FD AS Manager not matched · Mutual fund Index | $275K | 6.4% |
| flexPth Indx Mod 2055 R1 Manager not matched · Collective trust Index | $230K | 5.4% |
| JPMorgan LgCap Growth R6 JPMorgan · Mutual fund | $111K | 2.6% |
| flexPth Indx Aggr 2045 R1 Manager not matched · Collective trust Index | $69K | 1.6% |
| flexPth Indx CnsvRtrmt R1 Manager not matched · Collective trust Index | $36K | 0.8% |
Covers 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.