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| Provider | Service type | Compensation |
|---|---|---|
TIAA10+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $66,920 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $55,164 |
Filed as: GUILMARTIN, DIPIRO & SOKOLOWSKI,LLC Service code 10 · EIN 06-0971998 | Accounting | $23,430 |
PASI, LLC3 years Service code 13 · EIN 26-1407927 | Contract Administrator | $20,125 |
33 funds of $250K or more; 27 lines in all, holding $75.4M of the plan's $77.5M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 47% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $35.4M | 46.9% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $6.8M | 9.0% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.9M | 7.9% |
| Tiaa Traditional Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.5M | 4.7% |
| Growth Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.5M | 4.7% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.9M | 3.8% |
| Global Equities Account Class R1 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.7M | 3.6% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Insurance contract IndexRecordkeeper's own fund | $2.0M | 2.6% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.5M | 2.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.5M | 2.0% |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.