Filings through .
1 of 18 flags tripped on the 2025 filing.
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.
$28K in admin expenses, $154 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 72 lines in all, holding $14.2M of the plan's $14.4M. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 31% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages | $4.4M | 31.0% |
| Guaranteed Interest Account Equitable · Insurance contract | $1.6M | 11.1% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.2M | 8.1% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $922K | 6.5% |
| Vanguard Extended Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $651K | 4.6% |
| December 31, 2025 Fixed annuity contracts: “ Tiaa TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $624K | 4.4% |
| EQ/Com Stck Index Equitable · Mutual fund Index | $598K | 4.2% |
| Growth Fund OF America Class R-6 Capital Group · Mutual fund | $551K | 3.9% |
| EQ/Money Market Portfolio Equitable · Money market | $403K | 2.8% |
| EQ/Moderate Allocation Manager not matched · Other | $397K | 2.8% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
62 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
62 more lines in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
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 |
|---|---|
TIAA3 years Service code 64 · EIN 13-1624203 Recordkeeping Fees | $27,948 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
6 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025