Filings through .
Filed January 22, 2014
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.
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| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Service code 99 · EIN 36-4001764 | Other Fees | $36,227 |
TIAA11+ years Filed as: TIAA-TEACHERS INS AND ANNUITY ASSOC Service code 99 · EIN 13-1624203 | Other Fees | $26,764 |
CLIFTONLARSONALLEN LLP1 year Filed as: CLIFTON LARSON ALLEN LLP Service code 99 · EIN 41-0746749 | Other Fees | $13,650 |
Service code 99 · EIN 04-2530412 | Other Fees | $6,550 |
33 funds of $250K or more; 25 lines in all, holding $64.0M of the plan's $64.2M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: T. Rowe Price Retirement, mutual fund, 24% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 13 vintages | $15.2M | 23.8% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.8M | 15.4% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.8M | 15.3% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $4.4M | 6.9% |
| Global Equities Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.2M | 5.0% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Insurance contract IndexRecordkeeper's own fund | $2.7M | 4.2% |
| Growth Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.6M | 4.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.3M | 3.6% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 3.4% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.2M | 3.4% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedEupac Fund Class R-6 | $790K |
| DroppedAmerican EuroPac Growth R6 | $556K |
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.
The auditor signed off without reservation. This is the cleanest opinion.