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| Provider | Service type | Compensation |
|---|---|---|
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $13,044 |
3 funds of $250K or more; 43 lines in all, holding $3.3M of the plan's $3.4M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 43% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 8 vintages | $1.4M | 42.5% |
| Growth Account Class R1 TIAA (Nuveen) · Insurance contract | $272K | 8.2% |
| Money Market Account Class R1 TIAA (Nuveen) · Insurance contract | $258K | 7.8% |
| Tiaa Traditional Non Benefit Responsive NBR TIAA (Nuveen) · Insurance contract | $229K | 6.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $177K | 5.3% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Insurance contract Index | $107K | 3.2% |
| American Balanced Fund Class R-6 Capital Group · Mutual fund | $98K | 3.0% |
| Pgim Total Return Bond Fund Class R6 Prudential (PGIM) · Mutual fund | $72K | 2.2% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $69K | 2.1% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract | $66K | 2.0% |
No lineup changes between the 2024 and 2025 filings.
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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.