Filings through .
Filed December 22, 2022 (most recent of 2 filings on file)
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 |
|---|---|---|
TIAA6 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 15 · EIN 13-1624203 | Recordkeeping | $49,916 |
KESTRA FINANCIAL7 years Filed as: KESTRA ADVISORY SERVICES, LLC Service code 26 · EIN 74-2794194 | Advisory (Participants) | $18,000 |
CARON & BLETZER, PLLC10+ years Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
39 funds of $250K or more; 30 lines in all, holding $146M of the plan's $156M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: T. Rowe Price Retirement, mutual fund, 20% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 12 vintages | $29.9M | 20.5% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $24.0M | 16.4% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $17.8M | 12.2% |
| Tiaa Traditional (fully benefit responsive: SRA & Gsra) TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $10.3M | 7.1% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $8.7M | 5.9% |
| Victory RS Global Y Fund Victory Capital · Mutual fund | $6.3M | 4.3% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.0M | 3.4% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $4.7M | 3.2% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 2.7% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.5M | 2.4% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.