Filings through .
Filed February 13, 2013
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.
See peer percentile detail with Pro.
Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, no card. Then $49 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 64 · EIN 13-1624203 | Recordkeeping Fees | $175 |
27 funds of $250K or more; 59 lines in all, holding $28.9M of the plan's $29.0M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.9M | 13.6% |
| Fixed annuity contracts: Tiaa Traditional - Non-Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.1M | 10.7% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.5M | 8.7% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.4M | 8.2% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.0M | 6.9% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.2M | 4.3% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.0M | 3.6% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.0M | 3.6% |
| Cost Value Mutual Funds Nuveen TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $904K | 3.1% |
| Tiaa Access Nuv Intl Equity T4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $764K | 2.6% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedCost Value Mutual Funds Nuveen | $904K |
Stable value and insurance contract lines, renames and class changes are not counted.
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 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.