Filings through .
Filed October 1, 2001
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 |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC10+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 33-0818667 | Advisory (Plan) | $50,000 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 34-1846498 | Accounting | $17,770 |
Service code 13 · EIN 04-2530412 | Contract Administrator | $10,432 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $2,177 |
38 funds of $250K or more; 28 lines in all, holding $184M of the plan's $185M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 27% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $48.8M | 26.5% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $35.3M | 19.2% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $14.6M | 8.0% |
| Vanguard Total Stock Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $12.3M | 6.7% |
| Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.8M | 4.8% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $6.4M | 3.5% |
| AF Washington Mutual Inv R4 Capital Group · Mutual fund | $5.9M | 3.2% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.6M | 3.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.0M | 2.2% |
| Vanguard Wellington Fund Admiral Shares Vanguard · Mutual fund | $3.7M | 2.0% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.