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| Provider | Service type | Compensation |
|---|---|---|
TIAA2 years Service code 99 · EIN 13-1624203 | Other Fees | $87,665 |
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 99 · EIN 20-4751585 | Other Fees | $35,602 |
GRAY, GRAY & GRAY7 years Filed as: GRAY, GRAY & GRAY LLP Service code 99 · EIN 04-2088368 | Other Fees | $18,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $8,118 |
37 funds of $250K or more; 31 lines in all, holding $121M of the plan's $122M. From the 2024 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle, mutual fund, 25% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $30.0M | 24.7% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund | $18.1M | 14.9% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $15.4M | 12.7% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $8.0M | 6.6% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $6.6M | 5.5% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract | $4.0M | 3.3% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.9M | 3.2% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account | $3.8M | 3.1% |
| Tiaa Traditional Non Benefit Responsive 2 TIAA (Nuveen) · Insurance contract | $3.3M | 2.7% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.1M | 2.6% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.