Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EQUITY SERVICES, INC. | — | MONTPELIER, VT | INVESTMENT ADVISORY | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PLAN INTEGRITY PARTNERS, LLC | 88-4096467 | — | TPA | $3K | — |
| Provider | Nondisclosure info |
|---|---|
| NATIONWIDE | SCHEDULE C DATA IS CURRENTLY NOT AVAILABLE, UNABLE TO PROVIDE. |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Hanlon Tctcl Dividend Momentum Registered Investment Company N/A | Other securities | — | — | $507K | 21.6% | |
| NW Dest 2035 Registered Investment Company N/A | Other securities | — | — | $162K | 6.9% | |
| NW Inv Dest Mod Aggressive Registered Investment Company N/A | Other securities | — | — | $154K | 6.6% | |
| NW Dest 2050 Registered Investment Company N/A | Other securities | — | — | $144K | 6.2% | |
| NW Dest 2040 Registered Investment Company N/A | Other securities | — | — | $109K | 4.7% | |
| Lord Abbot High Yield A Registered Investment Company N/A | Other securities | — | — | $96K | 4.1% | |
| American Funds Growth Fd Am Registered Investment Company N/A | Other securities | — | — | $94K | 4.0% | |
| NW Dest Rtrmt R Registered Investment Company N/A | Other securities | — | — | $91K | 3.9% | |
| NW Dest 2055 Registered Investment Company N/A | Other securities | — | — | $83K | 3.5% | |
| Ab International Value A Registered Investment Company N/A 586 American Funds Europacific Growth Registered Investment Company N/A | Other securities | — | — | $76K | 3.2% | |
| Ivy Midcap Growth Y Registered Investment Company N/A | Other securities | — | — | $67K | 2.8% | |
| NW Dest 2045 Registered Investment Company N/A | Other securities | — | — | $60K | 2.5% | |
| Invsco Opportunity International Growth A Registered Investment Company N/A 615 Invsco Small Cap Val A Registered Investment Company N/A | Other securities | — | — | $58K | 2.5% | |
| NW Inv Dest Mod Conservative Registered Investment Company N/A | Other securities | — | — | $58K | 2.5% | |
| Fidadv Small Cap A Registered Investment Company N/A | Other securities | — | — | $55K | 2.4% | |
| Lord Abbot MidCap R4 Registered Investment Company N/A | Other securities | — | — | $53K | 2.3% | |
| Fed Gov Obligations Inst Registered Investment Company N/A | Other securities | — | — | $48K | 2.1% | |
| PIMCO Total Return Registered Investment Company N/A | Other securities | — | — | $45K | 1.9% | |
| Payden Gnma Adv Registered Investment Company N/A | Agency / Mortgage-Backed | — | — | $42K | 1.8% | |
| NW Gov Money Market Invest Registered Investment Company N/A | Cash / Money Market | — | — | $40K | 1.7% | |
| NW Inv Dest Aggressive Registered Investment Company N/A | Other securities | — | — | $26K | 1.1% | |
| NW Dest 2030 Registered Investment Company N/A | Other securities | — | — | $19K | 0.8% | |
| NW Dest 2060 Registered Investment Company N/A | Other securities | — | — | $18K | 0.8% | |
| NW Inv Dest Conservative Registered Investment Company N/A | Other securities | — | — | $15K | 0.7% | |
| American Funds High Income Tr Registered Investment Company N/A | Other securities | — | — | $7K | 0.3% | |
| MF Total Return A Registered Investment Company N/A | Other securities | — | — | $7K | 0.3% | |
| Rydexsgi Midcap Registered Investment Company N/A 533 Rydexsgi SP 500 Registered Investment Company N/A 642 Rydexsgi NASDQ 100 Registered Investment Company N/A | Other securities | — | — | $2K | <0.1% | |
| Invsco Val Opportunity A Registered Investment Company N/A | Other securities | — | — | $2K | <0.1% | |
| Invsco Common Stock Registered Investment Company N/A | Common Stock | — | — | $2K | <0.1% | |
| American Funds New World Registered Investment Company N/A 568 Dtsch High Income Registered Investment Company N/A | Other securities | — | — | $2K | <0.1% | |
| Rydexsgirsl 2000 Registered Investment Company N/A | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
