Filings through .
Filed March 1, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
TIAA3 years Service code 15 · EIN 13-1624203 | Recordkeeping | $68,213 |
Filed as: ONEDIGITAL INVESTMENT ADVISORS Service code 27 · EIN 82-1434504 | Advisory (Plan) | $51,372 |
PKF O'CONNOR DAVIES, LLP1 year Filed as: PKF O'CONNOR DAVIES LLP Service code 10 · EIN 27-1728945 | Accounting | $10,000 |
25 funds of $250K or more; 29 lines in all, holding $76.6M of the plan's $76.6M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Insurance Company General Contract, AT Fair Value Tiaa Traditional Annuity - Nonbenefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $11.1M | 14.5% |
| Vanguard Total Stock Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $10.0M | 13.1% |
| Tiaa Traditional Benefit Responsive Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.7M | 12.7% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.9M | 11.6% |
| Vanguard Developed Markets Index Fund Institutional Shares Vanguard · Mutual fund Index | $7.0M | 9.1% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.6M | 4.7% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.5M | 4.5% |
| Vanguard Real Estate Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.0M | 3.9% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.5M | 3.2% |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 2.9% |
Covers 61,314 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.