Filings through .
Filed May 15, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: NATHAN WECHSLER Service code 10 · EIN 02-0327524 | Accounting | $14,250 |
CAPFINANCIAL PARTNERS LLC7 years Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $13,594 |
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $4,731 |
17 funds of $250K or more; 19 lines in all, holding $45.3M of the plan's $45.4M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $12.8M | 28.3% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $9.3M | 20.5% |
| College Retirement Equities Fund variable annuities TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $6.3M | 14.0% |
| College Retirement Equities Fund variable annuities Vanguard · Mutual fund Index | $4.1M | 9.0% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.3M | 5.2% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.9M | 4.3% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market Recordkeeper's own fund | $1.8M | 4.1% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.6M | 3.4% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $837K | 1.8% |
| Inflation-Linked Bond Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $797K | 1.8% |
Added 5 funds, dropped 14 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCollege Retirement Equities Fund variable annuities | $12.8M |
| AddedCollege Retirement Equities Fund variable annuities | $4.1M |
| DroppedNuveen Lifecycle 2045 Fund | $3.8M |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.