Filings through .
4 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$4K in admin expenses, $13 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 25 lines in all, holding $3.1M of the plan's $3.3M. Recordkeeper: Nationwide.
| Fund | Dollars | % of funds% |
|---|---|---|
| Nationwide Government Money Market Fund Nationwide · Money market Recordkeeper's own fund | $911K | 29.2% |
| Growth Fund OF America Capital Group · Mutual fund | $384K | 12.3% |
| Nationwide Investor Destinations Conservative Nationwide · Other Recordkeeper's own fund | $294K | 9.4% |
| Nationwide Investor Destinations Moderately Aggressive Nationwide · Other Recordkeeper's own fund | $184K | 5.9% |
| Nationwide Investor Destinations Aggressive Nationwide · Other Recordkeeper's own fund | $179K | 5.7% |
| AllianceBernstein AB International Value AllianceBernstein · Other | $151K | 4.8% |
| Allspring Special Mid Cap Value Fund Allspring · Mutual fund | $127K | 4.1% |
| Nationwide Investor Destinations Moderately Conservative Nationwide · Other Recordkeeper's own fund | $125K | 4.0% |
| Invesco Comstock Select Fund Invesco · Mutual fund | $125K | 4.0% |
| Nationwide Investor Destinations Moderate Nationwide · Other Recordkeeper's own fund | $120K | 3.9% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedNationwide Government Money Market Fund | $911K |
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. They do not show money moved.
15 more lines 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 4 by compensation.
| Provider | Compensation |
|---|---|
NATIONWIDE11+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 Recordkeeping | $5,531 |
Filed as: ECONOMIC GROUP PENSION SVCS Service code 15 · EIN 13-3180178 207 W 25TH ST FL 9 · NEW YORK, OH 10001 Recordkeeping | $3,325 |
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 1 NATIONWIDE PLAZA · COLUMBUS, OH 43215 Recordkeeping | $1,134 |
LION STREET FINANCIAL LLC6 years Filed as: LION STREET FINANCIAL, LLC Service code 22 515 CONGRESS AVENUE, SUITE 2500 · AUSTIN, TX 78701 Insurance Broker | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025