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| Provider | Service type | Compensation |
|---|---|---|
TIAA11+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $45,578 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $6,510 |
28 funds of $250K or more; 41 lines in all, holding $56.7M of the plan's $56.9M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $7.8M | 13.8% |
| Nuveen LfCycle Ix 2035 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.6M | 9.9% |
| Growth Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.3M | 9.3% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Insurance contract IndexRecordkeeper's own fund | $3.8M | 6.7% |
| Fixed annuity contracts: Tiaa Traditional - Non-Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.4M | 6.1% |
| Nuveen LfCycle Ix 2040 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.0M | 5.4% |
| Nuveen LfCycle Ix 2050 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.0M | 5.2% |
| Global Equities Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.8M | 4.9% |
| Nuveen LfCycle Ix 2030 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.6M | 4.7% |
| Nuveen LfCycle Ix 2045 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.4M | 4.3% |
Changed share class on 7 funds.
| Fund | Year-end value |
|---|---|
| Share class changeTotal Global Stock Account Class R1 to Total Global Stock Account Class R2 | $7.0M to $7.8M |
| Share class changeGrowth Account Class R1 to Growth Account Class R2 | $4.8M to $5.3M |
| Share class changeS&P 500 Index Account Class R1 to S&P 500 Index Account Class R2 | $3.8M to $3.8M |
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.
The auditor signed off without reservation. This is the cleanest opinion.