Filings through .
Filed January 23, 2017
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: LEAFHOUSE FINANCIAL ADVISORS,LLC Service code 26 · EIN 26-4311657 | Advisory (Participants) | $8,821 |
NATIONWIDE6 years Service code 15 · EIN 31-4156830 | Recordkeeping | $2,262 |
Service code 15 · EIN 20-3886993 | Recordkeeping | $1,939 |
PROACCOUNT2 years Service code 26 · EIN 73-0988442 | Advisory (Participants) | $498 |
Filed as: FINANCIAL SENSE SECURITIES Service code 26 · EIN 33-0674797 | Advisory (Participants) | $0 |
22 funds of $250K or more; 69 lines in all, holding $24.2M of the plan's $25.0M. From the 2025 filing. Recordkeeper: Nationwide.
Target-date series: Vanguard Target Retirement, mutual fund, 17% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| International Growth and Income Fund Class R-6 Capital Group · Mutual fund | $4.3M | 17.6% |
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 10 vintages | $4.0M | 16.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $2.4M | 9.7% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $1.9M | 8.0% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.9M | 7.7% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $1.7M | 7.2% |
| Fidelity Government Money Market Fund Class K6 Fidelity (FMR) · Money market | $1.2M | 4.8% |
| Fidelity Select Software and IT Services Portfolio Fidelity (FMR) · Mutual fund | $734K | 3.0% |
| Principal MidCap R6 Principal · Mutual fund | $714K | 2.9% |
| American Funds Conservative Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $633K | 2.6% |
Added 3 funds, dropped 7 funds, likely replaced 2 funds. Changed share class on 3 funds.
| Fund | Year-end value |
|---|---|
| AddedInternational Growth and Income Fund Class R-6 | $4.3M |
| DroppedNationwide Investor Destinations Moderately Aggressive Fund Class R6 | $3.1M |
| AddedGrowth Fund OF America Class R-6 | $1.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line.
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.
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.