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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 37 · EIN 13-1624203 | Loan Processing | $25,043 |
WESTLAND GATE CAPITAL, LLC3 years Service code 27 · EIN 46-5067565 | Advisory (Plan) | $24,802 |
Filed as: CBIZ CPAS P.C. Service code 10 · EIN 43-1947695 | Accounting | $22,233 |
39 funds of $250K or more; 66 lines in all, holding $51.3M of the plan's $62.7M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.2M | 14.1% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.1M | 7.9% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.7M | 7.2% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.2M | 6.3% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 4.1% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.5M | 2.8% |
| Core Bond Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 2.7% |
| Nuveen LfCycle Ix 2025 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 2.7% |
| Tiaa Access Nuv LifCyc 2025 T4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.3M | 2.5% |
| Tiaa Access Nuv Intl Equity T4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.2M | 2.3% |
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.
The auditor signed off without reservation. This is the cleanest opinion.