Filings through .
4 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Low participant contribution
Participant contribution per participant is in the bottom quintile of the peer cohort.
Low employer contribution
Employer contribution per participant is in the bottom quintile of the peer cohort.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$125 in admin expenses, $1 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
7 funds of $250K or more; 10 lines in all, holding $5.0M of the plan's $5.0M. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Non Benefit Responsive Contract TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.1M | 22.8% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $954K | 19.1% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $713K | 14.3% |
| Nuveen S&P 500 Index Fund TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $567K | 11.4% |
| Money Market Account TIAA (Nuveen) · Money market Recordkeeper's own fund | $472K | 9.5% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $404K | 8.1% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $400K | 8.0% |
| Core Bond Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $159K | 3.2% |
| Inflation-Linked Bond Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $109K | 2.2% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $70K | 1.4% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 1 by compensation.
| Provider | Compensation |
|---|---|
TIAA5 years Service code 15 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 10017 Recordkeeping | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
2 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025