Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE FINANCIAL | — | COLUMBUS, OH | CUSTODIAN | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, LLC | — | SPRINGFIELD, MA | FINANCIAL ADVISOR | $0 | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| NATIONWIDE QUALIFIED PLANS VARIABLE NATIONWIDE LIFE INSURANCE COMPANY · EIN 31-4156830 / PN 009 | Pooled Separate Account | — | — | $7.3M |
| Indirect comp |
|---|
| INWEST RETIREMENT SOLUTIONS | — | MIDLAND, TX | TPA | $10K | — |
| FIDUCIARY WISE | — | GILBERT, AZ | PLAN ADMIN | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| IFAM CAPITAL, LLC | 47-2600132 | — | FINANCIAL ADVSR | $5K | — |
| 87.1% |
| Nationwide Flxfocs Mod 2035R1 | — | — | — | $2.9M | 35.1% |
| Nationwide Flxfocs Mod Rtrmt R1 | — | — | — | $2.4M | 28.7% |
| AB Global Bond Fund - Class Z 544 * Nationwide Fixed Guaranteed Account, at contract value | — | — | — | $676K | 8.1% |
| Charles Schwab Self Directed Brokerage Accounts | — | — | — | $657K | 7.9% |
| Nationwide Flxfocs Mod 2045R1 | — | — | — | $511K | 6.1% |
| Nationwide Flxfocs Mod 2055R1 | — | — | — | $478K | 5.7% |
| Ab Glbl Bd I 370 * Nationwide Flxfocs Aggr 2035 R1 | — | — | — | $160K | 1.9% |
| Nationwide Flxfocs Aggr 2055 R1 | — | — | — | $22K | 0.3% |
| Nationwide Flxfocs Mod 2065R1 | — | — | — | $10K | 0.1% |
| Fed Hrns Gov Oblgtns Prmr | — | — | — | $10K | 0.1% |
| Fid 500 Indx | — | — | — | $10K | 0.1% |
| Fid Sel Smicndtr | — | — | — | $7K | <0.1% |
| Dodgecox Intl Stk | — | — | — | $6K | <0.1% |
| Gdmnscs Gqgptnrintloppr R6 | — | — | — | $6K | <0.1% |
| Dfa Emrg Mkt Cor Eq Inst 522 Fid Intl Indx | — | — | — | $6K | <0.1% |
| Nationwide Loomis Allcap Gr R6 | — | — | — | $5K | <0.1% |
| Nationwide Flxfocs Aggr Rtrmt R1 | — | — | — | $5K | <0.1% |
| Avnts Us Lgcap Val Inst | — | — | — | $5K | <0.1% |
| Nationwide Wlmntr Intl Stk R1 927 * Nationwide Clrbrdg Lgcap Gr R1 | — | — | — | $5K | <0.1% |
| Jpm Eq Inc R5 | — | — | — | $5K | <0.1% |
| Jpm Lgcap Gr R6 | — | — | — | $4K | <0.1% |
| Avantis Emerging MarketsbEquity Fund - Institutional Class | — | — | — | $4K | <0.1% |
| Pimcocomdyrealrtnstratinst 260 * Nationwide Flxfocs Cnsrv 2055 R1 | — | — | — | $4K | <0.1% |
| Pgim Ttl Rtn Bd R6 | — | — | — | $3K | <0.1% |
| Prncpl Glbl Realest R6 | — | — | — | $3K | <0.1% |
| Fid Us Bd Indx | — | — | — | $3K | <0.1% |
| Diamond Hill Mdcap I | — | — | — | $3K | <0.1% |
| Blkrk Ttl Rtn K 979 Mfs Mdcap Gr R6 | — | — | — | $3K | <0.1% |
| Nationwide Wlmntr LgCap Val R1 | — | — | — | $2K | <0.1% |
| Blkrk Strat Inc Oppr I 178 * Nationwide Smcap Val Ii R1 | — | — | — | $2K | <0.1% |
| Blkrk Mdcap Gr Eq Inst 308 Legal & General Commodity Strategy Fund - Institutional Shares | — | — | — | $2K | <0.1% |
| Blkrk Hi Yld Bd Port K | — | — | — | $2K | <0.1% |
| Pimco Real Rtn Inst | — | — | — | $2K | <0.1% |
| Vngrd Explr Adml | — | — | — | $1K | <0.1% |
| Avnts Us Smcap Val Inst | — | — | — | $1K | <0.1% |
