Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $931 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | SAN DIEGO, CA | INVESTMENT ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Nuveen Lifecycle Index 2035 Instl Mutual Fund | — | — | — | $1.2M | 12.0% | |
| Nationwide Life Insurance Company Nationwide Fixed Select Contract - Group annuity contract | — | — | — | $1.1M | 11.2% | |
| Vanguard Growth Index Fund Admiral Mutual Fund | — | — | — | $1.0M | 10.8% | |
| Vanguard Mid-Cap Index Fund Admiral Mutual Fund | — | — | — | $754K |
| Indirect comp |
|---|
| INTAC ACTUARIAL SERVICES INC | 22-2446239 | BOSTON, MA | TPA | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | — | $32K | — |
| IRON FIDUCIARY | 99-9552241 | — | — | $6K | — |
| INTAC ACTUARIAL SERVICES INC | — | BOSTON, MA | — | $75 | — |
| LPL FINANCIAL LLC | — | SAN DIEGO, CA | — | $0 | — |
| 7.8% |
| Nuveen Lifecycle Index 2040 Instl Mutual Fund | — | — | — | $608K | 6.3% |
| Nuveen Lifecycle Index 2030 Instl Mutual Fund | — | — | — | $568K | 5.9% |
| Vanguard Developed Markets Index Fund Admiral Mutual Fund | — | — | — | $565K | 5.9% |
| Nuveen Lifecycle Index 2025 Instl Mutual Fund | — | — | — | $547K | 5.7% |
| Nuveen Lifecycle Index 2055 Instl Mutual Fund | — | — | — | $525K | 5.4% |
| Vanguard Value Index Fund Admiral Mutual Fund | — | — | — | $511K | 5.3% |
| Nuveen Lifecycle Index 2050 Instl Mutual Fund | — | — | — | $484K | 5.0% |
| Nuveen Lifecycle Index 2060 Instl Mutual Fund | — | — | — | $383K | 4.0% |
| Nuveen Lifecycle Index 2045 Instl Mutual Fund | — | — | — | $328K | 3.4% |
| Vanguard Small-Cap Index Fund Mutual Fund | — | — | — | $250K | 2.6% |
| Nuveen Lifecycle Index Retirement Income Fund Mutual Fund | — | — | — | $186K | 1.9% |
| State Street Balanced Index Fund - Class K Mutual Fund | — | — | — | $155K | 1.6% |
| Nuveen Lifecycle Index 2015 Instl Mutual Fund ** 435 Nuveen Lifecycle Index 2020 Instl Mutual Fund | — | — | — | $98K | 1.0% |
| Fidelity Inflation-Protected Bond Index Mutual Fund | — | — | — | $93K | 1.0% |
| Nuveen Lifecycle Index 2065 Instl Mutual Fund | — | — | — | $90K | 0.9% |
| Fidelity Multiple Asset Index Mutual Fund | — | — | — | $81K | 0.8% |
| Vanguard Wellesley Income Admiral Mutual Fund | — | — | — | $54K | 0.6% |
| Fidelity 500 Index Mutual Fund | — | — | — | $41K | 0.4% |
| Nuveen Lifecycle Index 2010 Instl Mutual Fund | — | — | — | $32K | 0.3% |
| Fed Hermes Gov Obligations Prmr Money Market | — | — | — | $20K | 0.2% |
| Fidelity US Bond Index Mutual Fund | — | — | — | $3K | <0.1% |
