5500 Analyzer

NATIONWIDE TRUST

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
61
Active participants
16,551
Total plan assets
$1.0B
Filings (rows)
61
Direct comp
$2.2M
Indirect comp
$349K

SERVICES PROVIDED

Custodian26
Recordkeeper19
Other14
Advisor / Consultant2

CITs / DFEs sponsored by this firm

Fund / entityPlans holding
NCIT BNY MEL STABLE VALUE A3
NATIONWIDE TRUST1
JPM MRTG BCKD SEC R61
TCW SECURITIZED BOND FUND I CLASS1
VNGRD TRGT RTRMT 2055 INV1
VNGRD TRGT RTRMT1
VNGRD FED MONEY MKT FUND-INVSTR CL1
DFA INTL SMCAP VAL1
DFA INTL CORE EQ2 PORTFOLIO - INST1
DFA WLDEXUSGOVTFXDINC INST1
FIDADV INDSTRLS I1
VNGRD GNMA ADML1
NATIXIS LOOMISINVMTGRDBD Y1
VNGRD TRGT RTRMT 2035 INV1
VNGRD TRGT RTRMT 2045 INV1
DFA US LGCAP VAL INST1
VNGRD US GR ADML1
VNGRD VAL INDX ADML1
PRNCPL ST INST1
AMFDS NEW PRSPCT R61
BNYMEL SMMDCAP GR I1
NW DEST 2045 R61
ALPS KTK INDIA GR I1
VNGRD SMCAP GR INDX ADML1
VNGRD MDCAP GR INDX ADML1

Top plans served

All 61 plans
Sponsor / PlanLocationServiceParticipantsAssetsDirect comp
GOLDEN GATE REGIONAL CENTER
GOLDEN GATE REGIONAL CENTER 403(B) PLAN
SAN FRANCISCO, CA
Custodian
TRUST CUSTODIAN
308$66.7M$128K
AUSTRIAN MOTORS CORP.
AUSTRIAN MOTORS CORP. 401(K) PROFIT-SHARING PLAN
GAITHERSBURG, MD
Recordkeeper
TRUST RECORDKEEPER
605$64.1M$107K
EAST BOSTON NEIGHBORHOOD HEALTH CENTER
EAST BOSTON NEIGHBORHOOD HEALTH CENTER 401K PLAN
EAST BOSTON, MA
Custodian
CUSTODIAN, RECORD KEEPER
1,239$62.7M$107K
GOLDEN GATE REGIONAL CENTER
GOLDEN GATE REGIONAL CENTER 403(B) PLAN
SAN FRANCISCO, CA
Custodian
TRUST CUSTODIAN
265$56.1M$136K
AUSTRIAN MOTORS CORP.
AUSTRIAN MOTORS CORP. 401(K) PROFIT-SHARING PLAN
BETHESDA, MD
Recordkeeper
TRUST RECORDKEEPER
445$54.1M$93K
PAUL MILLER, INC.
PAUL MILLER & ITS AFFILIATES 401(K) PLAN
PARSIPPANY, NJ
Recordkeeper
RECORDKEEPER
655$44.5M$75K
THE CHARTWELL LAW OFFICES, L.L.P.
CHARTWELL LAW OFFICES, L.L.P. 401(K) PROFIT SHARING PLAN
KING OF PRUSSIA, PA
Recordkeeper
RECORDKEEPER
438$42.4M$496
HOMESTEAD FUNDING CORP.
HOMESTEAD FUNDING CORP. 401(K) PLAN
ALBANY, NY
Other
NONE
271$40.1M$47K
HOMESTEAD FUNDING CORP.
HOMESTEAD FUNDING CORP. 401(K) PLAN
ALBANY, NY
Other
NONE
290$35.1M$89K
THE CHARTWELL LAW OFFICES, L.L.P.
CHARTWELL LAW OFFICES, L.L.P. 401(K) PROFIT SHARING PLAN
EAGLEVILLE, PA
Recordkeeper
RECORDKEEPER
383$31.8M$60K
ANKROM MOISAN ARCHITECTS, INC.
ANKROM MOISAN ARCHITECTS 401(K) PLAN
PORTLAND, OR
Recordkeeper
RECORDKEEPER
178$31.3M$33K
HOMESTEAD FUNDING CORP.
HOMESTEAD FUNDING CORP. 401(K) PLAN
ALBANY, NY
Other
NONE
305$30.9M$102K
EAST BOSTON NEIGHBORHOOD HEALTH CENTER
EAST BOSTON NEIGHBORHOOD HEALTH CENTER 403B PLAN
EAST BOSTON, MA
Custodian
CUSTODIAN, RECORD KEEPER
172$26.4M$45K
WINGATE SENIOR LIVING, LLC
WINGATE LIVING INVESTMENT PLAN
NEWTON, MA
Recordkeeper
RECORDKEEPER
575$26.0M$110K
ANKROM MOISAN ARCHITECTS, INC.
ANKROM MOISAN ARCHITECTS 401(K) PLAN
PORTLAND, OR
Recordkeeper
RECORDKEEPER
219$24.7M$30K
LEARNING CENTER FOR THE DEAF
THE LEARNING CENTER FOR THE DEAF 403(B) PLAN
FRAMINGHAM, MA
Custodian
RECORD KEEPER, CUSTODIAN
358$22.7M$38K
DMI TECHNOLOGY CORPORATION
DMI 401K RETIREMENT PLAN
PRINCETON, IN
Custodian
RECORDKEEPER, CUSTODIAN
332$20.2M$17K
DMI TECHNOLOGY CORPORATION
DMI 401K RETIREMENT PLAN
PRINCETON, IN
Custodian
RECORDKEEPER, CUSTODIAN
478$19.8M$39K
NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION
NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION 403(B) TAX SHELTERED ANNUITY PLAN
LOWELL, MA
Other
123$18.7M$41K
MYSTIC VALLEY ELDER SERVICES, INC.
MYSTIC VALLEY ELDER SERVICES, INC. 403B PLAN
MALDEN, MA
Custodian
CUSTODIAN, RECORDKEEPER
349$18.3M$15K
NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION
NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION 403(B) TAX SHELTERED ANNUITY PLAN
LOWELL, MA
Other
122$16.7M$77K
SSA GROUP, LLC
SSA GROUP, LLC 401(K) PLAN
DENVER, CO
Recordkeeper
AFFILIATE OF RECORDKEEPE
1,285$16.1M$500
MYSTIC VALLEY ELDER SERVICES, INC.
MYSTIC VALLEY ELDER SERVICES, INC. 403B PLAN
MALDEN, MA
Custodian
CUSTODIAN, RECORDKEEPER
331$15.4M$14K
NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION
NEW ENGLAND INTERSTATE WATER POLLUTION CONTROL COMMISSION 403(B) TAX SHELTERED ANNUITY PLAN
LOWELL, MA
Other
114$14.1M$75K
PRESTON INDUSTRIES, INC
PRESTON INDUSTRIES, INC. 401(K) PLAN
NILES, IL
Custodian
ASSET CUSTODIAN
137$10.4M$2K
GRIMSHAW SERVICES (USA) INC.
GRIMSHAW ARCHITECTS 401(K) RETIREMENT PLAN
NEW YORK, NY
Other
NONE
116$10.4M$50K
DIACOM CORPORATION
DIACOM 401K SAVINGS PLAN
AMHERST, NH
Custodian
RECORDKEEPER, CUSTODIAN
100$10.3M$15K
DIACOM CORPORATION
DIACOM 401K SAVINGS PLAN
AMHERST, NH
Custodian
RECORDKEEPER, CUSTODIAN
126$9.7M$17K
RHINO FOODS, INC.
RHINO FOODS, INC. 401(K) PLAN
BURLINGTON, VT
Recordkeeper
RECORDKEEPER
181$9.0M$25K
GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC
GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC. 401K PLAN
GREENSBORO, NC
Custodian
CUSTODIAN
236$9.0M$2K
BRETHREN HILLCREST HOMES
BRETHREN HILLCREST HOMES 403(B) PLAN
LAVERNE, CA
Custodian
TRUST CUSTODIAN
241$9.0M$19K
PRESTON INDUSTRIES, INC
PRESTON INDUSTRIES, INC. 401(K) PLAN
NILES, IL
Custodian
ASSET CUSTODIAN
143$8.9M$49K
GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC
GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC. 401K PLAN
GREENSBORO, NC
Custodian
CUSTODIAN
220$8.5M$37K
DIACOM CORPORATION
DIACOM 401K SAVINGS PLAN
AMHERST, NH
Custodian
RECORDKEEPER, CUSTODIAN
126$8.2M$17K
GRIMSHAW SERVICES (USA) INC.
GRIMSHAW ARCHITECTS 401(K) RETIREMENT PLAN
NEW YORK, NY
Other
NONE
101$7.9M$44K
PRO ACTION OF STEUBEN & YATES, INC.
PRO ACTION OF STEUBEN & YATES, INC. 403(B) RETIREMENT PLAN
BATH, NY
Other
208$7.7M$974
GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC
GOODWILL INDUSTRIES OF CENTRAL NORTH CAROLINA, INC. 401K PLAN
GREENSBORO, NC
Custodian
CUSTODIAN
206$7.3M$33K
PRESTON INDUSTRIES, INC
PRESTON INDUSTRIES, INC. 401(K) PLAN
NILES, IL
Custodian
ASSET CUSTODIAN
141$7.2M$46K
WESTFIELD ELECTROPLATING COMPANY
WESTFIELD ELECTROPLATING COMPANY 401(K) PLAN
WESTFIELD, MA
Recordkeeper
RECORDKEEPER
171$6.9M$20K
BRIGHTON CENTER, INC.
BRIGHTON CENTER, INC. EMPLOYEE PENSION PLAN
NEWPORT, KY
Other
N/A
165$6.7M$572
PRO ACTION OF STEUBEN & YATES, INC.
PRO ACTION OF STEUBEN & YATES, INC. 403(B) RETIREMENT PLAN
BATH, NY
Other
224$6.7M$25K
HYUNDAI POWER TRANSFORMERS USA
HYUNDAI POWER TRANSFORMERS USA 401(K) PLAN
MONTGOMERY, AL
Advisor / Consultant
ADVISORY/SERVICE PROVIDE
244$6.7M$12K
HPM, INC.
HPM CONTRACTING, INC. 401(K) PLAN
ENGLEWOOD, CO
Recordkeeper
RECORD KEEPER
107$6.7M$24K
PRO ACTION OF STEUBEN & YATES, INC.
PRO ACTION OF STEUBEN & YATES, INC. 403(B) RETIREMENT PLAN
BATH, NY
Other
206$6.1M$24K
HYUNDAI POWER TRANSFORMERS USA
HYUNDAI POWER TRANSFORMERS USA 401(K) PLAN
MONTGOMERY, AL
Advisor / Consultant
ADVISORY/SERVICE PROVIDER
242$5.4M$11K
APPLE VALLEY WASTE SERVICES, INC.
AVW-GME 401(K) PLAN
KEARNEYSVILLE, WV
Other
297$5.1M$14K
HOPE CHRISTIAN SCHOOLS, INC.
HOPE CHRISTIAN SCHOOLS, INC. 403(B) PLAN
ALBUQUERQUE, NM
Custodian
CUSTODIAN
157$4.9M$48K
ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC.
ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. PENSION TRUST
SOUTH DENNIS, MA
Recordkeeper
RECORDKEEPER
126$4.8M$13K
HOPE CHRISTIAN SCHOOLS, INC.
HOPE CHRISTIAN SCHOOLS, INC. 403(B) PLAN
ALBUQUERQUE, NM
Custodian
CUSTODIAN
168$4.5M$49K
APPLE VALLEY WASTE SERVICES, INC.
AVW-GME 401(K) PLAN
KEARNEYSVILLE, WV
Other
312$4.3M$13K
GREATER OPPORTUNITIES
GREATER OPPORTUNITIES 403(B) PLAN
NORWICH, NY
Recordkeeper
RECORDKEEPER
136$3.7M$14K
TRESCO, INC.
TRESCO, INC. 401(K) PLAN
LAS CRUCES, NM
Custodian
CUSTODIAN
289$3.5M$8K
GREATER OPPORTUNITIES
GREATER OPPORTUNITIES 403(B) PLAN
NORWICH, NY
Recordkeeper
RECORDKEEPER
155$3.1M$13K
TRESCO, INC.
TRESCO, INC. 401(K) PLAN
LAS CRUCES, NM
Custodian
CUSTODIAN
287$2.3M$12K
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL 403(B) PLAN
ROCHESTER, NY
Recordkeeper
RECORDKEEPER
198$1.6M$687
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL 403(B) PLAN
ROCHESTER, NY
Recordkeeper
RECORDKEEPER
194$1.5M$17K
BUSINESS DEVELOPMENT EQUITY PARTNERS, INC.
BDEP, INC. 401(K) PLAN
DENTON, NC
Custodian
CUSTODIAN
148$1.5M$13K
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL
EUGENIO MARIA DE HOSTOS CHARTER SCHOOL 403(B) PLAN
ROCHESTER, NY
Recordkeeper
RECORDKEEPER
173$1.3M$16K
TRESCO, INC.
TRESCO, INC. 401(K) PLAN
LAS CRUCES, NM
Custodian
CUSTODIAN
283$1.1M$6K
MOVEMENT STRATEGY CENTER
MOVEMENT STRATEGY CENTER 403(B) PLAN
OAKLAND, CA
Custodian
TRUST CUSTODIAN
147$944K$8K
ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC.
ELDER SERVICES OF CAPE COD AND THE ISLANDS, INC. PENSION TRUST
SOUTH DENNIS, MA
Recordkeeper
RECORDKEEPER
0$0$5K