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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 432152226 | Investment Management | $56,652 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $345 |
11 funds of $250K or more; 14 lines in all, holding $9.2M of the plan's $9.4M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle Index, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| i) Mutual funds: Vngrd 500 Index Fd As Manager not matched · Mutual fund Index | $2.5M | 27.0% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $2.2M | 23.9% |
| Vanguard Morningstarttlstkmktindx - Adml Vanguard · Mutual fund | $1.9M | 20.6% |
| Prncpl Smcap Gr I Inst Manager not matched · Other | $486K | 5.3% |
| Blkrk Mdcap Gr Eq Inst Manager not matched · Other | $409K | 4.4% |
| Jnhnck Dscpid Val I Manager not matched · Other | $402K | 4.4% |
| Dws Croci Intl S DWS · Other | $375K | 4.1% |
| Vngrd Euro Stk Indx Adml Manager not matched · Other Index | $312K | 3.4% |
| Amfds AM Bal R6 Manager not matched · Mutual fund | $275K | 3.0% |
| Vngrd Hlth Care Adml Manager not matched · Other | $141K | 1.5% |
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.
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.