My Plan Facts

Providers › Recordkeeping and administration

Service provider · Schedule C, plan year 2024

Nationwide

Most often reported for recordkeeping and administration

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Schedule C lists only providers a plan paid $5,000 or more, and is filed only by plans with 100 or more participants.

71plans naming this provider
32,960participant records in those plans
$590Kcompensation reported, direct and indirect
$9.02median reported per participant70 plans with an amount

Nationwide is named as a service provider on the Schedule C of 71 retirement plans with 100 or more participants for plan year 2024, covering 32,960 participant records. Most often it is reported for recordkeeping and administration.

Reported compensation from those plans, direct and indirect, totalled $590K. Per plan, the median was $9.02 per participant, with the middle half of plans between $2.22 and $43.31. These are amounts plans reported paying this organisation, not a price list: they depend on which services each plan buys and on how much is paid through fund expenses instead.

Its client plans are most numerous in California (9), New York (8) and New Jersey (6).

Reported compensation per plan

Across this provider's plans25th percentileMedian75th percentile
Compensation per participant$2.22$9.02$43.31
Compensation as a share of plan net assets0.01%0.04%0.18%

What each plan reported paying this organisation, not the plan's total cost. For reference, the median US defined contribution plan reported $123 per participant to all Schedule C providers combined.

Plans served by year

2009: 02010: 02011: 02012: 02013: 02014: 02015: 02016: 02017: 02018: 02019: 02020: 02021: 02022: 02023: 02024: 7207220092012201620202024
Plans with 100+ participants naming this provider
2009: $02010: $02011: $02012: $02013: $02014: $02015: $02016: $02017: $02018: $02019: $02020: $02021: $02022: $02023: $02024: $597K$0$597K20092012201620202024
Compensation reported by those plans

Matched by employer identification number. A merger or a change of filing entity starts a new series, so a drop to zero is not a loss of clients by itself.

By state

By plan size

Services reported

Recordkeeping and information management35
Investment management18
Investment advisory (participants)14
Participant loan processing13
Participant communication7
Other services6

Largest plans naming this provider

PlanSponsorStateParticipantsNet assetsReported to this provider
Usg Services, LLC 401(k) Profit Sharing PlanUsg Services, LLCNY4,198$9.9M$9,150
PNW Healthcare Holdings, LLC 401(k) PlanPNW Healthcare Holdings, LLCWA1,766$1.4M$4,143
Anderson Center for Autism Retirement PlanAnderson Center for AutismNY1,253$58.9M$354
Bison Transport (USA), Inc. Employees' 401(k) PlanBison Transport (USA), Inc.WI1,204$41.3M$750
SDM Retirement PlanFiduciary Wise, LLCAZ1,197$40.8M$37K
Metrea LLC 401(k) PlanMetrea Management LLCOK1,114$56.7M$10K
Hci Systems, Inc. 401(k) Profit Sharing PlanHci Systems, Inc.CA1,104$22.2M$45K
Daisy Brand Retirement PlanDaisy Brand, LLCTX1,001$155M$2,106
Wa Las Restaurant 401(k) PlanEmerald City Pizza, LLCWA959$12.7M$38
403(b) Thrift Plan of Goodwill Industries of Southern Arizona, Inc.Goodwill Industries of Southern Arizona, Inc.AZ906$7.4M$325
Mathews Management 401(k) Retirement PlanMathews Management Inc.AR737$3.5M$17K
Frick's Meat Products, Inc. 401(k) PlanFrick's Meat Products, Inc. DBA Frick's Quality Meats, Inc.MO715$13.8M$1,650
Gulf Coast Social Services 403(b)Gulf Coast Teaching Family Services Inc.LA709$2.9M$621
Opuscare Management LLC 401(k) Safe Harbor PlanOpuscare Management LLCFL627$6.1M$2,336
The Dave Thomas Family Companies, LLC 401(k) Profit Sharing PlanThe Dave Thomas Family Companies, LLCOH599$9.9M$2,815
The Unity Council 403(b) PlanSpanish Speaking Unity Council of Alameda CountyCA566$12.9M$94
Midwest Acoust-A-Fiber, Inc. 401(k) Profit Sharing Plan & TrustMidwest Acoust-A-Fiber, Inc.OH546$7.2M$4,906
UA Gulf Coast District Council Retirement SavingsUA Gulf Coast District CouncilLA513$800K$8,963
Wawona Frozen Foods 401(k) PlanWawona Frozen FoodsCA464$7.5M$10
McAlister Benefit PlanMcAlister Institute for Treatment & Education, Inc.CA460$7.0M$10K
Memorial Mri & Diagnostic, PLLC 401 (K) PlanMemorial Mri & Diagnostic, PLLCTX448$3.9M$75
Philly Transportation Group 401(k) PlanPhilly Transportation, LLCPA422$2.7M$1,244
Centro de Salud Familiar la Fe, Inc. 403(b) PlanCentro de Salud Familiar la Fe, Inc.TX416$9.3M$3,792
Chesapeake Employers' Insurance Company 401(k) PlanChesapeake Employers' Insurance CompanyMD408$25.4M$22K
South Plains Implement, Ltd. 401(k) PlanSouth Plains Implement, Ltd.KS388$34.4M$256
Martin Dealerships, Inc. 401(k) Savings PlanScott Imports, Inc.PA370$14.8M$89
Solu Technology Partners 401(k) PlanCLF Ontario, Inc. d/b/a Solu Technology PartnersNY332$21.2M$82
On With Life, Inc. 401(k) PlanOn With Life, Inc.IA328$11.2M$24K
Allied Employer Group 401(k) Retirement PlanAllied Workforce, Inc.TX316$6.3M$14K
Fayette Parts Service Inc. 401(k) Profit Sharing Plan & TrustFayette Parts Service Inc.PA313$5.0M$23K
Nadap, Inc. Retirement PlanNadap, Inc.NY313$12.2M$6,099
Cyberthink, Inc. 401(k) Profit Sharing PlanCyberthink, Inc.NJ302$15.0M$4,105
Alliance for Positive Change Retirement PlanAlliance for Positive ChangeNY294$12.3M$42K
Cross Country Inns, Inc. 401(k) Retirement Savings PlanCross Country Inns, Inc.OH291$7.3M$650
S & H Farm Supply Employee Savings & Retirement PLS & H Farm Supply, Inc.KS285$6.1M$14K
All American Poly 401(k) PlanAll American PolyNJ277$5.9M$13K
American Vision Group LLC 401(k) Profit Sharing Plan & TrustAmerican Vision Group LLCFL273$2.7M$13K
Motor City Dental Partners, LLC 401(k) PlanMotor City Dental Partners, LLCMI272$3.6M$17K
Bett-A-Way Traffic Systems, Inc. 401(k) PlanBett-A-Way Traffic Systems, Inc.NJ268$14.7M$7,532
Penn Tank Lines, Inc. 401(k) Savings PlanPenn Tank Lines, Inc.PA263$5.5M$19K

Questions and answers

How many plans does Nationwide serve?

71 plans with 100 or more participants named it on Schedule C for plan year 2024. Plans that paid it under $5,000, small plans that file Form 5500-SF, and plans whose filings spell its name without an EIN under a different form are not counted.

What do plans pay Nationwide?

The median plan reported $9.02 per participant in direct and indirect compensation (70 plans reporting an amount), or 0.04% of plan net assets. Eligible indirect compensation disclosed to the plan by formula is not reported as a dollar amount, so many filings understate what a provider receives.

What services are reported?

The service codes most often attached to it are Recordkeeping and information management (35 plans), Investment management (18 plans), Investment advisory (participants) (14 plans) and Participant loan processing (13 plans).

Where does this come from?

Schedule C of Form 5500, Part I line 2, from the EBSA research files with filings received through 24 Aug 2026. Individuals named on Schedule C are excluded from this site.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, Schedule C Part I line 2, public domain, with filings received through 24 Aug 2026. Rows are grouped by the provider's EIN as entered by each plan; rows without an EIN join the EIN most often filed under the same name. Providers named on fewer than 25 plans have no page. See the methodology and corrections.