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.
$87K in admin expenses, $150 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
37 funds of $250K or more; 54 lines in all, holding $105M of the plan's $105M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 3% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $19.3M | 18.4% |
| Vanguard International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $13.1M | 12.5% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $12.4M | 11.9% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $10.4M | 9.9% |
| Vanguard Small-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index | $8.3M | 7.9% |
| Growth Account Class R4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.1M | 6.8% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $5.5M | 5.2% |
| Global Equities Account Class R4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.7M | 3.5% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $3.4M | 3.2% |
| S&P 500 Index Account Class R4 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.2M | 2.1% |
| 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 |
44 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 4 funds, dropped 12 funds, likely replaced 1 fund. Changed share class on 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard International Stock Index Fund Admiral Shares | $13.1M |
| AddedVanguard 500 Index Fund Admiral Shares | $10.4M |
| Share class changeVanguard Small-Cap Value Index Fund Investor Shares to Vanguard Small-Cap Value Index Fund Admiral Shares | $423K to $8.3M |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 8 renames.
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.
44 more lines and 15 more changes 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 |
|---|---|
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 ATTN TIM MARTIN · RALEIGH, NC 27675-6071 Advisory (Plan) | $35,102 |
TIAA6 years Filed as: TIAA - TEACHERS INSURANCE AND Service code 15 · EIN 13-1624203 ANNUITY ASSOCIATION OF AMERICA · NEW YORK, NY 10017-3206 Recordkeeping | $21,601 |
PENTEGRA SERVICES, INC.1 year Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE STE 320E · PLAINS, NY 10604-3027 Plan Administrator | $20,350 |
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.
Filed October 18, 2004.
This is a legacy paper filing. The plan administrator and contact details are only in the original filing. We have not converted them into data fields.
3 contacts
11 filings · 2015 to 2025