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.
For plan year 2024, 61 retirement plans with 100 or more participants reported paying Nationwide $5,000 or more. Those plans cover 26,946 participant records, and the service most often reported is recordkeeping and administration.
Reported compensation from those plans, direct and indirect, totalled $1.6M. Per plan, the median was $75.06 per participant, with the middle half of plans between $26.46 and $111. 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 (7), Ohio (6) and Illinois (4).
In 2009 it appeared on 199 such filings; in 2024, 61 (down 69%). Yearly counts include every filing that names it, so they can run slightly above the number of plans with pages here, and name or EIN changes after mergers can break the series.
Reported compensation per plan
| Across this provider's plans | 25th percentile | Median | 75th percentile |
|---|---|---|---|
| Compensation per participant | $26.46 | $75.06 | $111 |
| Compensation as a share of plan net assets | 0.10% | 0.24% | 0.36% |
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
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
Largest plans naming this provider
| Plan | Sponsor | State | Participants | Net assets | Reported to this provider |
|---|---|---|---|---|---|
| Sea Island 401(k) Savings Plan | Sea Island Company LLC | GA | 3,818 | $43.8M | $57K |
| Rite of Passage, Inc. 401(k) Plan | Rite of Passage, Inc. | NV | 1,415 | $34.3M | $80K |
| Paul Miller & Its Affiliates 401(k) Plan | Paul Miller, Inc. | NJ | 962 | $44.4M | $75K |
| Equitas Health 401(k) Plan and Profit Sharing Plan | Equitas Health | OH | 947 | $17.9M | $55K |
| Jackson Rancheria Band of Miwuk Indians 401(k) Plan | Jackson Rancheria Band of Miwuk Indians | CA | 938 | $40.6M | $969 |
| Butler Medical Providers 403(b) Retirement Plan | Butler Medical Providers | PA | 892 | $39.6M | $0 |
| The Geneva Foundation 403(b) Plan | The Geneva Foundation | WA | 811 | $34.3M | $82K |
| Ideal Option PLLC 401(k) Plan | Ideal Option PLLC | WA | 731 | $10.4M | $30K |
| Utah Navajo Health System, Inc. 403(b) Plan | Utah Navajo Health System, Inc. | UT | 713 | $29.3M | $85K |
| Northern Human Services 403(b) Plan | Northern Human Services, Inc. | NH | 677 | $15.7M | $48K |
| Innosource, Inc. 401(k) Plan | Innosource, Inc. | OH | 673 | $13.2M | $1,214 |
| Clarity Care, Inc. Retirement Plan | Clarity Care, Inc. | WI | 635 | $5.4M | $46K |
| Discovery Schools 401(k) Plan | Discovery Health Sciences Foundation, Inc. | LA | 629 | $13.3M | $40K |
| Integrity House Retirement Plan | Integrity, Inc. | NJ | 555 | $5.8M | $22K |
| Bci 403(b) Retirement Savings Plan | Boone Center, Inc. | MO | 544 | $3.9M | $0 |
| Epic Sheet Metal, Inc. Retirement Plan | Epic Sheet Metal, Inc. | CA | 467 | $2.2M | $11K |
| Jasco Products Company LLC 401(k) Profit Sharing Plan | Jasco Products Company LLC | OK | 464 | $49.0M | $47K |
| Golden Gate Regional Center 403(b) Plan | Golden Gate Regional Center | CA | 456 | $73.6M | $96K |
| THC 403(b) Plan | Tenderloin Housing Clinic, Inc. | CA | 449 | $5.9M | $29K |
| Ucp of the North Bay, Inc. 403(b) Retirement Plan | United Cerebral Palsy of the North Bay, Inc. | CA | 448 | $8.6M | $1,289 |
| Mystic Valley Elder Services, Inc. 403(b) Plan | Mystic Valley Elder Services, Inc. | MA | 440 | $19.8M | $36K |
| Lamb Weston/rdo Frozen 401(k) Plan | Lamb Weston/rdo Frozen | MN | 424 | $5.6M | $18K |
| Harber-Laman Management Company 401(k) Plan | Harber-Laman, LLC | TN | 392 | $4.3M | $0 |
| Nursing Placement Inc. Salary Savings Retirement P | Nursing Placement Inc. | RI | 387 | $7.5M | $0 |
| Total Benefit Management, Inc. Retirement Savings Plan | Total Benefit Management, Inc. | NY | 342 | $12.0M | $38K |
| PMG Retirement Savings Plan | Capital Personnel Services, Inc. DBA PMG | TX | 330 | $3.9M | $2,869 |
| Vnu 403(b) Plan | Village Northwest Unlimited | IA | 320 | $15.3M | $2,305 |
| Brethren Hillcrest Homes 403(b) Plan | Brethren Hillcrest Homes | CA | 313 | $11.3M | $32K |
| Homestead Funding Corp. 401(k) Plan | Homestead Funding Corp. | NY | 312 | $40.1M | $47K |
| Multicultural Community Services of the Pioneer Valley, Inc. Retirement Plan & Trust | Multicultural Community Services of the Pioneer Valley, Inc. | MA | 280 | $7.4M | $77K |
| Airpark Holdings, Inc. 401 (K) Plan | Airpark Holdings, Inc. | SC | 270 | $4.9M | $25K |
| Beast Code 401(k) Plan & Trust | Beast Code, LLC | FL | 269 | $9.1M | $43K |
| Goodwill Industries of Central North Carolina, Inc. 401(k) Plan | Goodwill Industries of Central North Carolina, Inc. | NC | 268 | $9.0M | $1,638 |
| Agendia, Inc. 401(k) Profit Sharing Plan | Agendia, Inc. | CA | 266 | $18.3M | $0 |
| Toyota of Vancouver 401(k) Profit Sharing Plan | McCord's Vancouver Auto Center, Inc. | WA | 246 | $9.5M | $21K |
| GDM Seeds, Inc. Employee Savings Trust | GDM Seeds, Inc. | IL | 245 | $9.4M | $25K |
| Integrity, Inc. Profit Sharing Plan | Integrity, Inc. | NJ | 241 | $7.5M | $28K |
| McCarl's Retirement Savings Plan | McCarl's LLC | PA | 238 | $12.5M | $30K |
| Cincinnati Arts Association 403(b) Plan | Cincinnati Arts Association | OH | 236 | $6.6M | $26K |
| Area Agency on Aging District 7 403(b) Plan | Area Agency on Aging District 7 | OH | 227 | $8.3M | $948 |
Questions and answers
How many plans does Nationwide serve?
61 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 $75.06 per participant in direct and indirect compensation (56 plans reporting an amount), or 0.24% 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 (37 plans), Custodial (securities) (17 plans), Participant loan processing (16 plans) and Other services (6 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.