Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$287K in admin expenses, $147 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
86 funds of $250K or more; 166 lines in all, holding $266M of the plan's $271M. Recordkeeper: Fidelity (FMR).
Target-date series: Nuveen Lifecycle, mutual fund, 40% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 25 vintages | $106M | 39.7% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract | $18.3M | 6.9% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $17.4M | 6.5% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund IndexRecordkeeper's own fund | $16.4M | 6.1% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $8.7M | 3.3% |
| Fidelity Growth Company Fund Fidelity (FMR) · Mutual fund Recordkeeper's own fund | $7.1M | 2.7% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund | $6.8M | 2.6% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund | $6.6M | 2.5% |
| Fidelity Freedom Fidelity (FMR) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $6.1M | 2.3% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $5.7M | 2.1% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
156 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 6 funds, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedFidelity Growth Company K6 Fund | $5.2M |
| AddedVanguard Equity Income Fund Admiral Shares | $1.8M |
| AddedCost value Fidelity Freedom 20 | $1.2M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
156 more lines and 4 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 7 by compensation.
| Provider | Compensation |
|---|---|
Service code 12 · EIN 13-3689044 Investment management; Participant lo... | $245,154 |
MARSH & MCLENNAN AGENCY LLC6 years Filed as: MMA SECURITIES LLC Service code 27 · EIN 22-3570392 Advisory (Plan) | $37,500 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Filed as: FIDELITY INVESTMENTS Service code 37 · EIN 04-2647786 Loan Processing | $3,645 |
Filed as: CHARLES SCHWAB & CO., INC Service code 33 · EIN 94-1737782 Securities brokerage commissions and ... | $392 |
Filed as: COREBRIDGE FINANCIAL Service code 37 · EIN 74-1625348 Loan Processing | $263 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8 years Service code 33 · EIN 04-3523567 Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
Filed May 12, 2022 (most recent of 3 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025