Filings through .
Filed July 20, 2006
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 |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 | Recordkeeping | $93,872 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 28 · EIN 20-1665305 | Investment Management | $76,848 |
PEERY & ASSOCIATES, INC.3 years Service code 15 · EIN 94-3274051 | Recordkeeping | $14,550 |
25 funds of $250K or more; 50 lines in all, holding $38.8M of the plan's $39.5M. From the 2024 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, other, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Variable Return Separate Accounts OF Nationwide Trust Company Vngrd Ttl Stmkt Indx Fd As Nationwide · Separate account Recordkeeper's own fund | $5.5M | 14.1% |
| Vngrd Trgt Rtrmt 2050 Inv Manager not matched · Separate account | $3.6M | 9.3% |
| Fixed Contract Manager not matched · Separate account | $3.4M | 8.7% |
| Jnhnck Bd I Manager not matched · Separate account | $2.5M | 6.5% |
| MFS Intl Divrs R6 MFS (Sun Life) · Separate account | $2.3M | 5.8% |
| Vngrd Trgt Rtrmt 2030 Inv Manager not matched · Separate account | $2.1M | 5.5% |
| Vngrd Extnd Mkt Indx Adml Manager not matched · Separate account Index | $2.0M | 5.3% |
| Vngrd Trgt Rtrmt 2045 Inv Manager not matched · Separate account | $2.0M | 5.2% |
| Vngrd Trgt Rtrmt 2040 Inv Manager not matched · Separate account | $1.9M | 4.8% |
| Vngrd Trgt Rtrmt 2035 Inv Manager not matched · Separate account | $1.7M | 4.3% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.