Filings through .
3 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Low returns
Annual investment return 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.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
16 funds of $250K or more; 25 lines in all, holding $21.3M of the plan's $21.3M. Recordkeeper: not identified.
Target-date series: Nuveen Lifecycle, mutual fund, 14% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account TIAA (Nuveen) · Mutual fund | $4.2M | 19.9% |
| Tiaa Traditional (contract value) TIAA (Nuveen) · Insurance contract | $3.9M | 18.5% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $3.0M | 14.2% |
| Growth Account TIAA (Nuveen) · Mutual fund | $2.4M | 11.5% |
| Global Equities Account TIAA (Nuveen) · Mutual fund | $1.3M | 5.9% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund Index | $850K | 4.0% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account | $812K | 3.8% |
| discretionary employer matching contributions for the year ended June 30, 2022 Manager not matched · Other | $801K | 3.8% |
| discretionary employer matching contributions for the year ended June 30, 2024 Manager not matched · Other | $792K | 3.7% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund | $737K | 3.5% |
| 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.
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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
The auditor signed off without reservation. This is the cleanest opinion.
1 row: defaulted loans (Part 1), defaulted leases (Part 2) and non-exempt transactions (Part 3). Any row warrants fiduciary review.
| Counterparty | Category | Relationship and terms |
|---|---|---|
Center for Urban Community Services Part 3 Non-exempt transaction | Non-exempt transaction |
Relationship, terms, address and dollar amount for each transaction are on Pro.
Amounts and terms are on Pro. Pro is free for 7 days and then costs $49 a month.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
2 contacts
10 filings · 2016 to 2025