Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
$100K in admin expenses, $149 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
21 funds of $250K or more; 45 lines in all, holding $31.7M of the plan's $32.3M. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 57% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $18.0M | 56.8% |
| Cost Value Tiaa Insurance Investment Acco TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.3M | 10.4% |
| Vanguard 500 Index Fund Investor Shares Vanguard · Mutual fund Index | $1.7M | 5.5% |
| 500 Index Fund Manager not matched · Insurance contract Index | $1.3M | 4.1% |
| Variable annuity separate account Manager not matched · Insurance contract | $1.2M | 3.7% |
| Growth Account Manager not matched · Insurance contract | $1.2M | 3.7% |
| Tiaa Stable Value TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $724K | 2.3% |
| Responsible Balanced Account Manager not matched · Insurance contract | $378K | 1.2% |
| Vanguard Small-Cap Index Fund Investor Shares Vanguard · Mutual fund Index | $350K | 1.1% |
| Nuveen Lifecycle TIAA (Nuveen) · Insurance contract Target-date, 2 vintagesRecordkeeper's own fund | $313K | 1.0% |
| 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 |
35 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedTotal Global Stock Account | $2.1M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 2 stable value or insurance lines.
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.
35 more lines 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 2 by compensation.
| Provider | Compensation |
|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 Recordkeeping | $50,744 |
Filed as: AEGIS RETIREMENT PARTNERS Service code 13 · EIN 81-5017344 12 POND LANE · CONCORD, MA 01742 Contract Administrator | $49,629 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025