Filings through .
Filed January 23, 2008
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 |
|---|---|---|
TIAA6 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $14,221 |
TONNESON & COMPANY, PC2 years Filed as: TONNESON & COMPANY PC Service code 10 · EIN 04-2943536 | Accounting | $9,500 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN, LLC Service code 10 · EIN 33-1498605 | Accounting | $7,500 |
29 funds of $250K or more; 50 lines in all, holding $30.4M of the plan's $30.4M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, other, 4% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Annuity - Non Benefit Responsive Fixed Annuities TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.2M | 17.2% |
| Total Global Stock Account Class R4 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $4.2M | 13.7% |
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund Index | $2.0M | 6.7% |
| Nuveen Lifecycle TIAA (Nuveen) · Insurance contract Target-date, 6 vintagesRecordkeeper's own fund | $1.3M | 4.2% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.2M | 4.0% |
| Global Equities Account Class R4 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.1M | 3.7% |
| Nuveen LfCycle lx 2035 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.1M | 3.7% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.0M | 3.3% |
| Growth Account Class R4 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $966K | 3.2% |
| Nuveen LfCycle lx 2040 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $888K | 2.9% |
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.
The auditor signed off without reservation. This is the cleanest opinion.