Filings through .
Filed December 10, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $63,913 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $16,058 |
Filed as: RESOURCES INVESTMENT ADVISORS, LLC Service code 28 4860 COLLEGE BLVD, SUITE 100 · OVERLAND PARK, KS 66211 | Investment Management | $5,476 |
22 funds of $250K or more; 26 lines in all, holding $27.9M of the plan's $29.2M. From the 2025 filing. Recordkeeper: Empower.
Target-date series: Nuveen Lifecycle Index, mutual fund, 65% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 13 vintages | $18.2M | 65.2% |
| Fixed Annuity Contracts: Tiaa Traditional Benefit-Responsive TIAA (Nuveen) · Insurance contract | $1.5M | 5.4% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 5.2% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract | $991K | 3.6% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $889K | 3.2% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $746K | 2.7% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $660K | 2.4% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $434K | 1.6% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $399K | 1.4% |
| Money Market Account Class R1 TIAA (Nuveen) · Money market | $368K | 1.3% |
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Total Bond Market Index Fund Admiral Shares | $313K |
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 60,908 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
The auditor signed off without reservation. This is the cleanest opinion.