Filings through .
4 of 19 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return is in the bottom quintile of the peer cohort.
Possible retail share class: $905K
Mutual funds in a class the filing names that is often retail or revenue sharing. Confirm before you raise it.
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.
$25 in admin expenses, $0 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
11 funds of $250K or more; 21 lines in all, holding $9.4M of the plan's $10.7M. Recordkeeper: not identified.
Target-date series: Nuveen Lifecycle, mutual fund, 30% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 8 vintages | $2.8M | 30.3% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract | $2.6M | 27.8% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $889K | 9.5% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund | $610K | 6.5% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $496K | 5.3% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account | $331K | 3.5% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $315K | 3.4% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market | $266K | 2.8% |
| Inflation-Linked Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $154K | 1.6% |
| Tiaa Access Nuv Intl Equity T4 TIAA (Nuveen) · Mutual fund Possible retail class A | $141K | 1.5% |
| 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 |
11 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
11 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
Filed March 20, 2017.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025