Filings through .
1 of 18 flags tripped on the 2025 filing.
Few collective trusts
4% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$154K in admin expenses, $94 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
39 funds of $250K or more; 42 lines in all, holding $215M of the plan's $225M. Recordkeeper: not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 0% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $36.8M | 17.1% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund | $29.7M | 13.8% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund | $11.9M | 5.5% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $10.2M | 4.7% |
| Nuveen LfCycle Ix 2035 R6 TIAA (Nuveen) · Mutual fund | $9.2M | 4.3% |
| Ishares S&P 500 Index FD CL K BlackRock · Collective trust Index | $8.7M | 4.1% |
| Nuveen LfCycle Ix 2030 R6 TIAA (Nuveen) · Mutual fund | $7.7M | 3.6% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund | $7.6M | 3.5% |
| Nuveen LfCycle Ix 2040 R6 TIAA (Nuveen) · Mutual fund | $6.6M | 3.1% |
| Nuveen LfCycle Ix 2025 R6 TIAA (Nuveen) · Mutual fund | $6.5M | 3.0% |
Likely replaced 4 funds.
| Fund | Year-end value |
|---|---|
| ReplacedHighNuveen Large Cap Responsible Equity Fund Class R6 to DWS Enhnced Core Equity Fund S | $3.1M to $2.8M |
| ReplacedHighWilliam Blair Emrg Mrk Grw R6 to DFA Emerging Mark I | $1.2M to $1.3M |
| ReplacedHighColumbia Small Cap Growth I Fund, Institutional 3 Class to Franklin Small CAP Growth Fund Class R6 | $449K to $660K |
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.
32 more lines and 1 more change in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
TIAA8 years Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017-3206 Other Fees | $106,302 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 · EIN 47-1411118 Advisory (Plan) | $26,000 |
THE ANGELL PENSION GROUP, INC.10+ years Filed as: THE ANGELL PENSION GROUP, INC Service code 49 · EIN 04-2530412 88 BOYD AVENUE · E PROVIDENCE, RI 02914-1202 Other Services | $19,244 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
Filed April 30, 2009 (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.
2 contacts
11 filings · 2015 to 2025