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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Filed as: TIAA-TEACHERS INS & ANNUITY ASSOC Service code 99 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Other Fees | $32,327 |
Filed as: GLOBAL RETIREMENT PARTNERS LLC-H/O Service code 99 · EIN 47-1411118 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 949032121 | Other Fees | $20,000 |
Filed as: THE ANGELL PENSION GROUP, INC Service code 99 · EIN 04-2530412 88 BOYD AVE · E PROVIDENCE, RI 029141202 | Other Fees | $6,679 |
32 funds of $250K or more; 44 lines in all, holding $59.9M of the plan's $51.7M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: T. Rowe Price Retirement, mutual fund, 18% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R2 TIAA (Nuveen) · Separate account Recordkeeper's own fund | $13.7M | 23.0% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $10.9M | 18.1% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $8.8M | 14.6% |
| Global Equities Account Class R2 TIAA (Nuveen) · Separate account Recordkeeper's own fund | $3.8M | 6.4% |
| Growth Account Class R2 TIAA (Nuveen) · Separate account Recordkeeper's own fund | $2.9M | 4.8% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Separate account IndexRecordkeeper's own fund | $2.5M | 4.1% |
| S&P 500 Index Account Class R4 TIAA (Nuveen) · Separate account IndexRecordkeeper's own fund | $2.2M | 3.7% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 2.2% |
| Global Equities Account Class R4 TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.1M | 1.8% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 1.8% |
Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| Share class changeT. Rowe Price Retirement 2045 Fund to T. Rowe Price Retirement 2045 Fund-I Class | $8.5M to $10.9M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.