Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $16K | — |
| NATIONWIDE | 31-4156830 | COLUMBUS, OH | RECORDKEEPER | $523 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC (WBS) | 34-1542819 | SAINT LOUIS, MO | FINANCIAL ADVISOR | $32K | — |
| IRON FIDUDIARY | 99-9552241 | — |
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| State Street Balanced Index- Class K | — | — | — | $1.7M | 46.8% | |
| TIAA Lfcycind 2030 | — | — | — | $410K | 11.6% | |
| TIAA Lfcycind 2045 | — | — | — | $328K | 9.3% | |
| TIAA Lfcycind 2055 | — | — | — | $287K | 8.1% |
| FINANCIAL ADVISOR |
| $3K |
| — |
| NATIONWIDE LIFE INSURANCE COMPANY | 31-4156830 | COLUNBUS, OH | FINANCIAL ADVISOR | $647 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVINTUS, LLC | 04-3682160 | CHICAGO, IL | TPA | $2K | — |
| Putnam Lgcap Gr | — | — | — | $207K | 5.8% |
| TIAA Lfcycind 2050 | — | — | — | $103K | 2.9% |
| TIAA Lfcycind 2040 | — | — | — | $97K | 2.7% |
| TIAA Lfcycind 2035 | — | — | — | $54K | 1.5% |
| Fidelity 500 Indx | — | — | — | $53K | 1.5% |
| Vanguard Wndsr Adml | — | — | — | $50K | 1.4% |
| Vanguard Ttl Stmkt Indx Fs As | — | — | — | $48K | 1.4% |
| TIAA Lfcycind 2020 ** 33 TIAA Lfcycind 2025 | — | — | — | $44K | 1.2% |
| Vanguard Ttl Intlstkindx Adml | — | — | — | $42K | 1.2% |
| Vanguard 500 Indx Fd ** 41 Vanguard Ttl Bd Mkt Ldx ** 28 Vanguard Ttl Intl Bd Ind Adml | — | — | — | $25K | 0.7% |
| TIAA Lfcycind 2060 | — | — | — | $17K | 0.5% |
| JP Morgan Mrtg Bckd Sec ** 28 New Geneva Smcapgr Svc | — | — | — | $16K | 0.5% |
| Brown Advisory Sustnbl Gr | — | — | — | $14K | 0.4% |
| Goldman Sachs Glblcorfxdinc ** 29 Principal Mdcap | — | — | — | $13K | 0.4% |
| American Funds New Wld | — | — | — | $11K | 0.3% |
| DFA US Smcap ** 36 Federated Hermes Gov Oblgtns Prmr | — | — | — | $11K | 0.3% |
| Victory Sycamore Estblshd Val I | — | — | — | $10K | 0.3% |
| Blackrock Is S P 500 Indx K + | — | — | — | $8K | 0.2% |
| Nationwide Fxd Sel Optn ** 31 * Nationwide Gqg Us Quality Equity Class R6 + | — | — | — | $8K | 0.2% |
| Fidelity US Bd Indx | — | — | — | $7K | 0.2% |
| Fidelity Lg Cap Gr Indx + | — | — | — | $6K | 0.2% |
| Artisan International Val | — | — | — | $5K | 0.1% |
| Fidelity Select Semiconductors Portfolio + | — | — | — | $4K | 0.1% |
| Vanguard Ttl Wlsly Inc Adml | — | — | — | $2K | <0.1% |
| Baird Core Plus Bd ** 646 Blackrock 80/20 Trgtalloc | — | — | — | $2K | <0.1% |
| Franklin Gold Prec Mtls Adv + | — | — | — | $1K | <0.1% |
| TIAA Lfcycind 2015 | — | — | — | $1K | <0.1% |
