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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 87-3671331 | Other Fees | $24,580 |
PKF O'CONNOR DAVIES, LLP2 years Filed as: PKF O'CONNOR DAVIES LLP Service code 99 · EIN 27-1728945 | Other Fees | $15,000 |
Service code 99 · EIN 04-2530412 | Other Fees | $5,375 |
21 funds of $250K or more; 47 lines in all, holding $30.9M of the plan's $31.5M. From the 2025 filing. Recordkeeper: The Angell Pension Group.
Target-date series: Nuveen Lifecycle, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Insurance Company General Contract, AT Fair Value Tiaa Traditional Annuity Account - Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $6.1M | 19.9% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $3.7M | 11.9% |
| Nuveen International Equity Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $3.5M | 11.3% |
| JPMorgan U.S. Research Enhanced Equity Fund Class R6 JPMorgan · Mutual fund | $3.1M | 10.2% |
| Nuveen Small Cap Blend Index Fund Class R6 TIAA (Nuveen) · Mutual fund Index | $1.8M | 5.8% |
| Insurance Company General Contracts, AT Contract Value Tiaa Traditional Annuity Account - Benefit Responsive TIAA (Nuveen) · Insurance contract | $1.5M | 4.7% |
| U.S. Core Equity 2 Portfolio - Institutional Class Dimensional · Mutual fund | $1.2M | 3.9% |
| U.S. Large Cap Value Portfolio - Institutional Class Dimensional · Mutual fund | $1.1M | 3.4% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $879K | 2.8% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $771K | 2.5% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.