Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | — | RECORDKEEPER | $30K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | — | WALTHAM, MA | ADVISOR | $41K | — |
| LEAFHOUSE FINANCIAL ADVISORS LLC |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Omnibus Account - Mutual Funds * Nationwide Financial Services, Inc. Nueveen Lifecycle Index 2040 Instl N/A | Common Stock | — | — | $2.4M | 15.2% | |
| Nationwide Financial Services, Inc. Nueveen Lifecycle Index 2050 Instl N/A | Common Stock | — | — | $2.2M | 13.9% | |
| Nationwide Financial Services, Inc. Nueveen Lifecycle Index 2030 Instl N/A | Common Stock | — | — | $2.1M | 13.5% | |
| Nationwide Financial Services, Inc. Nueveen Lifecycle Index 2035 Instl N/A | Common Stock | — | — | $1.7M | 11.1% | |
| Nationwide Financial Services, Inc. Nueveen Lifecycle Index Retirement Income Instl N/A | Common Stock | — | — | $1.1M | 6.8% | |
| Nationwide Financial Services, Inc. Nueveen Lifecycle Index 2045 Instl N/A | Common Stock | — | — | $970K | 6.2% | |
| Nationwide Financial Services, Inc. Nueveen Lifecycle Index 2025 Instl N/A | Common Stock | — | — | $790K | 5.0% | |
| Nationwide Financial Services, Inc. Nueveen Lifecycle Index 2055 Instl N/A | Common Stock | — | — | $743K | 4.7% | |
| Nationwide Financial Services, Inc. T. Rowe Price Large Cap Gr I N/A | Common Stock | — | — | $421K | 2.7% | |
| Nationwide Financial Services, Inc. Vanguard Value Index Adm N/A | Common Stock | — | — | $337K | 2.1% | |
| Nationwide Financial Services, Inc. Nueveen Lifecycle Index 2060 Instl N/A | Common Stock | — | — | $327K | 2.1% | |
| maturing from January 2025 to October 2029. N/A | Other securities | — | — | $322K | 2.0% | |
| Fixed Account * Nationwide Life Insurance Company Fixed Option - Nationwide Retirement Flexible Adv N/A | Other securities | — | — | $195K | 1.2% | |
| Nationwide Financial Services, Inc. Fidelity International Index Fund N/A | Common Stock | — | — | $194K | 1.2% | |
| Nationwide Financial Services, Inc. PGIM High Yield R6 N/A | Common Stock | — | — | $175K | 1.1% | |
| Nationwide Financial Services, Inc. Hartford Strategic Inc R5 N/A | Common Stock | — | — | $146K | 0.9% | |
| Nationwide Financial Services, Inc. Fidelity 500 Index Fund N/A | Common Stock | — | — | $135K | 0.9% | |
| Nationwide Financial Services, Inc. BlackRock MidCap Gr Equity Instl N/A | Common Stock | — | — | $132K | 0.8% | |
| Nationwide Financial Services, Inc. Vanguard Mid-Cap Value Index Adm N/A | Common Stock | — | — | $130K | 0.8% | |
| Nationwide Financial Services, Inc. Putnam Small Cap Gr Y N/A | Common Stock | — | — | $121K | 0.8% | |
| Nationwide Financial Services, Inc. Franklin Small Cap Value Adv N/A | Common Stock | — | — | $117K | 0.7% | |
| Nationwide Financial Services, Inc. Western Asset Core Plus Bond I N/A | Common Stock | — | — | $116K | 0.7% | |
| Nationwide Financial Services, Inc. Nueveen Lifecycle Index 2065 Instl N/A | Common Stock | — | — | $111K | 0.7% | |
| Nationwide Financial Services, Inc. Thornburg Limited Term Inc R5 N/A | Common Stock | — | — | $93K | 0.6% | |
| Nationwide Financial Services, Inc. PIMCO Internation Bond (USD-Hdg) Instl N/A | Common Stock | — | — | $92K | 0.6% | |
| Nationwide Financial Services, Inc. Fidelity U.S. Bond Index Fund N/A | Common Stock | — | — | $90K | 0.6% | |
| Nationwide Financial Services, Inc. American Funds New World R6 N/A | Common Stock | — | — | $86K | 0.5% | |
| Nationwide Financial Services, Inc. American Funds SmallCap World R6 N/A | Common Stock | — | — | $81K | 0.5% | |
| Nationwide Financial Services, Inc. DFA Real Estate Securities I N/A | Common Stock | — | — | $63K | 0.4% | |
| Nationwide Financial Services, Inc. DFA Inflation-Protected Securities I N/A | Common Stock | — | — | $51K | 0.3% | |
| Nationwide Financial Services, Inc. BlackRock Strategic Income Opps Instl N/A | Common Stock | — | — | $42K | 0.3% | |
| Nationwide Financial Services, Inc. Federated Hermes Govt Obl IS N/A | Common Stock | — | — | $40K | 0.3% | |
| Nationwide Financial Services, Inc. Vanguard Information Technology Idx Adm N/A | Common Stock | — | — | $36K | 0.2% | |
| Nationwide Financial Services, Inc. Vanguard Health Care Index Adm N/A | Common Stock | — | — | $24K | 0.2% | |
| Nationwide Financial Services, Inc. MFS Growth R4 N/A | Common Stock | — | — | $7K | <0.1% | |
| Nationwide Financial Services, Inc. Fidelity Mid Cap Index N/A | Common Stock | — | — | $7K | <0.1% | |
| Nationwide Financial Services, Inc. Fidelity Small Cap Index N/A | Common Stock | — | — | $7K | <0.1% | |
| Nationwide Financial Services, Inc. Metropolitan West High Yield Bond I N/A | Common Stock | — | — | $3K | <0.1% | |
| Nationwide Financial Services, Inc. Nueveen Core Impact Bond Fund Instl Class N/A | U.S. Treasuries | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| AUSTIN, TX |
| ADVISOR |
| $8K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BENEFIT PLANS INC | — | OMAHA, NE | TPA | $13K | — |
