Filings through .
Filed January 23, 2003
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: WELLTH ADVISORY SERVICES, LLC Service code 27 | Advisory (Plan) | $84,250 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES Service code 14 | Plan Administrator | $9,949 |
NATIONWIDE6 years Service code 13 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $7,942 |
PROACCOUNT1 year Service code 13 · EIN 73-0988442 10 W. NATIONWIDE BLVD · COLUMBUS, OH 43215 | Contract Administrator | $6,625 |
PENTEGRA SERVICES, INC.1 year Filed as: APS PENTEGRA Service code 14 · EIN 13-3892096 5350 77 CENTER DR. STE. 200 · CHARLOTTE, NC 28217 | Plan Administrator | $3,240 |
HICKS PENSION SERVICES1 year Service code 13 | Contract Administrator | $1,500 |
18 funds of $250K or more; 63 lines in all, holding $19.3M of the plan's $22.6M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Nuveen Lifecycle, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 11 vintages | $5.3M | 27.5% |
| State Street Balanced Index Fund - Class K State Street (SSgA) · Collective trust Index | $3.8M | 19.9% |
| Fidleity Four-In-One Index Manager not matched · Mutual fund Index | $2.0M | 10.5% |
| Vangaurd Growth Index Admirial Manager not matched · Mutual fund Index | $1.7M | 9.1% |
| Contract Value Manager not matched · Insurance contract | $1.1M | 5.7% |
| Pgim High Yield Fund Class Z Prudential (PGIM) · Mutual fund | $560K | 2.9% |
| Vangaurd Small Cap Index Fund Manager not matched · Mutual fund Index | $437K | 2.3% |
| Vangaurd Value Index Admirial Manager not matched · Mutual fund Index | $432K | 2.2% |
| Vagaurd Wlsly Inc Admirial Manager not matched · Mutual fund | $416K | 2.2% |
| Fidleity 500 Index Manager not matched · Mutual fund Index | $406K | 2.1% |
Added 1 fund, dropped 1 fund, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedVangaurd Wellesley Inc Admirial | $587K |
| ReplacedHighFederated Hermes Institutional High Yield Bond Fund Institutional Shares to Pgim High Yield Fund Class Z | $492K to $560K |
| AddedVagaurd Wlsly Inc Admirial | $416K |
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, 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.