Plans listing this provider
326
0.58% of the 56,420 plans with Schedule H financials; 422 in 2023
Providers › Nationwide
Nationwide
- Service provider, as named on Schedule C
- Plan year 2024
- Direct compensation reported $9,460,219
Assets of those plans
$7,696,767,550
0.10% of all Schedule H plan assets
Plans where it is the recordkeeper
243
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Median direct compensation per participant, as recordkeeper
$79.49
across 232 plans that pay it a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 15 | Recordkeeping and information management | 197 |
| 64 | Recordkeeping fees | 142 |
| 59 | Shareholder servicing fees | 92 |
| 28 | Investment management | 74 |
| 99 | Other fees | 65 |
| 37 | Participant loan processing | 61 |
| 19 | Custodial (securities) | 55 |
| 49 | Other services | 55 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Nationwide Children's Hospital Defined Contribution Plan | Nationwide Children's Hospital | $1,019,065,526 | 10,086 | $432,222 |
| Holder Construction Group, LLC Profit Sharing and 401(k) Planrecordkeeper | Holder Construction Group | $229,374,453 | 2,244 | $241,602 |
| Rehmann LLC 401k Planrecordkeeper | Rehmann | $217,211,739 | 1,337 | $120,784 |
| ISC Group LLC 401k Retirement Planrecordkeeper | ISC Group | $148,148,632 | 5,126 | $128,602 |
| Scripps Coastal Medical Group, Inc. Retirement Savings Planrecordkeeper | San Diego Coastal Medical Group | $136,474,001 | 337 | $8,723 |
| Hawthorn Medical Associates, LLC Profit Sharing Plan | Hawthorn Medical Associates | $134,899,596 | 200 | $33,640 |
| Pinion, LLC 401(k) Planrecordkeeper | Pinion | $125,618,005 | 746 | $104,573 |
| Bruckner Truck Sales, Inc. Employee Profit Sharing Planrecordkeeper | Bruckner Truck Sales | $122,477,042 | 1,688 | $97,982 |
| Mile Bluff Medical Center, Inc. 401(k) Plan | Mile Bluff Medical Center | $108,034,001 | 670 | $114,526 |
| Stowers Machinery Corporation 401(k) Planrecordkeeper | Stowers Machinery | $87,427,408 | 574 | $109,946 |
| C.G. Bretting Manufacturing Company, Inc. 401(k) Profit Sharing Planrecordkeeper | C.G. Bretting Manufacturing | $83,589,235 | 376 | $1,312 |
| National Development Associates of New England & Affiliates 401(k) Profit Sharing Plan & Trustrecordkeeper | National Development Associates of New England | $72,637,624 | 361 | $35,572 |
| Iowa Orthopaedic Center, P.C. 401(k) Profit Sharing Planrecordkeeper | Iowa Orthopaedic Center | $68,942,170 | 421 | $66,663 |
| Kansas City Chiefs Football Club, Inc. 401(k) Planrecordkeeper | Kansas City Chiefs Football Club in | $68,288,293 | 510 | $78,904 |
| Mdwest One, P. C. Profit Sharing Planrecordkeeper | Mdwest One | $67,158,476 | 305 | $98,518 |
| Cooper Carry, Inc. 401(k) Planrecordkeeper | Cooper Carry | $64,726,781 | 417 | $206,364 |
| Austrian Motors Corp. 401(k) Profit-sharing Planrecordkeeper | Austrian Motors | $64,085,935 | 620 | $325 |
| The Schroer Group Employees 401k Profit Sharing Plan & Trustrecordkeeper | TSG Resources | $61,063,160 | 1,388 | $3,320 |
| Trinity Solar, LLC 401(k) Planrecordkeeper | Trinity Solar | $59,966,056 | 2,815 | $230,169 |
| Anderson Center for Autism Retirement Plan | Anderson Center for Autism | $58,907,259 | 1,037 | $3,601 |
| Quadax, Inc. 401(k) Profit Sharing Plan and Trustrecordkeeper | Quadax | $58,589,415 | 734 | $116,231 |
| Factor Systems, LLC. DBA Billtrust (a Wholly Owned Subsidiary of BTRS Holdings)recordkeeper | BTRS Holdings | $57,074,905 | 693 | $37,767 |
| Metrea LLC 401(k) Plan | Metrea Management | $56,667,961 | 1,045 | $65,064 |
| The 401(k) Retirement Savings Plan of Broadmoor Hotel, Inc.recordkeeper | Oklahoma Publishing | $55,770,166 | 1,827 | $99,945 |
| Koorsen Fire & Security, Inc. 401(k) Planrecordkeeper | Koorsen Fire & Security | $52,795,184 | 2,014 | $90,204 |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.