Filings through .
4 of 18 flags tripped on the 2025 filing.
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.
Wind-down / frozen
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Recently cancelled plan
Plan reported a final filing / termination within the last year.
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.
$24K in admin expenses.
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
37 funds of $250K or more; 64 lines in all, holding $51.0M of the plan's $57.4M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 2% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.8M | 17.3% |
| Nuveen LfCycle Ix 2040 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.9M | 7.6% |
| Nuveen LfCycle Ix 2035 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.8M | 7.4% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.7M | 5.2% |
| Nuveen LfCycle Ix 2050 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.4M | 4.8% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 4.3% |
| Nuveen LfCycle Ix 2025 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.1M | 4.1% |
| Nuveen LfCycle Ix 2045 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.0M | 4.0% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.8M | 3.6% |
| Nuveen LfCycle Ix 2030 R6 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.6M | 3.2% |
| 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 |
54 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
54 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 2 by compensation.
| Provider | Compensation |
|---|---|
TIAA1 year Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017-3206 Contract Administrator | $14,291 |
Filed as: ONEDIGITAL INVESMENT ADVISORS Service code 27 · EIN 82-1434504 11101 SWITZER RD. SUITE 200 · OVERLAND PARK, KS 66210 Advisory (Plan) | $9,237 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
Filed March 6, 2025.
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
3 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2016 to 2025