Filings through .
2 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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.
$115K in admin expenses, $113 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
34 funds of $250K or more, counting each target-date vintage; shown as 25 lines, holding $133M of the plan's $135M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 16% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $23.9M | 17.9% |
| Insurance Company General Contracts, AT Fair Value Tiaa Traditional Annuity Account - Non Benefit TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $23.6M | 17.7% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 13 vintagesRecordkeeper's own fund | $20.7M | 15.5% |
| Tiaa Traditional Benefit Responsive Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $10.1M | 7.6% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $9.7M | 7.3% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $9.2M | 6.9% |
| Nuveen S&P 500 Index Fund Class R6 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $5.0M | 3.7% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $4.4M | 3.3% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $3.6M | 2.7% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.0M | 2.2% |
| 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 |
15 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
No lineup changes between the 2024 and 2025 filings.
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. They do not show money moved.
15 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 3 by compensation.
| Provider | Compensation |
|---|---|
TIAA4 years Service code 13 · EIN 13-1624203 Contract Administrator | $64,613 |
PKF O'CONNOR DAVIES, LLP4 years Service code 10 · EIN 27-1728945 Accounting | $26,910 |
MERCER1 year Filed as: MERCER INVESTMENTS LLC Service code 26 · EIN 30-0282430 Advisory (Participants) | $25,000 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
Filed September 22, 2016.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
11 filings · 2015 to 2025