Filings through .
Filed August 28, 2014
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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC11+ years Service code 28 · EIN 26-0058143 | Investment Management | $113,962 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $6,283 |
24 funds of $250K or more; 44 lines in all, holding $244M of the plan's $246M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Non-benefit Responsive Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $49.9M | 20.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $37.9M | 15.5% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $35.4M | 14.5% |
| Vanguard Total International Stock Index Fund Institutional Shares Vanguard · Mutual fund Index | $20.3M | 8.3% |
| Tiaa Fully-Benefit Responsive Contracts: Tiaa-Cref TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $18.3M | 7.5% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $16.2M | 6.6% |
| Vanguard Total Bond Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $13.0M | 5.3% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.6M | 3.1% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $6.3M | 2.6% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $6.1M | 2.5% |
Added 2 funds, dropped 4 funds.
| Fund | Year-end value |
|---|---|
| DroppedPgim Jennison Growth Fund Class Z | $3.0M |
| AddedNuveen Lifecycle 2050 Fund | $966K |
| DroppedCore Bond Account Class R2 | $730K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 9 renames.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.