Filings through .
2 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.
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.
$84K in admin expenses, $45 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more, counting each target-date vintage; shown as 23 lines, holding $217M of the plan's $220M. Recordkeeper: TIAA (Nuveen).
Target-date series: T. Rowe Price Retirement, mutual fund, 10% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $37.6M | 17.3% |
| Fixed-Dollar Annuity Contract Tiaa Traditional non-benefit responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $33.7M | 15.5% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 8 vintages | $22.6M | 10.4% |
| Vanguard Institutional Index Fund Institutional Shares Vanguard · Mutual fund Index | $18.9M | 8.7% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $11.2M | 5.2% |
| Vanguard Extended Market Index Fund Institutional Shares Vanguard · Mutual fund Index | $9.0M | 4.1% |
| Harbor Capital Appreciation Fund Institutional Class Harbor Capital · Mutual fund | $8.6M | 4.0% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $8.1M | 3.7% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $7.8M | 3.6% |
| Pooled Separate Accounts Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $7.5M | 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 |
13 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedThe Hartfors Total Ret Bond R6 | $2.4M |
| DroppedAmana Income Fund | $398K |
Stable value and insurance contract lines, renames and class changes are not counted.
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.
13 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 3 by compensation.
| Provider | Compensation |
|---|---|
TIAA1 year Filed as: TIAA-CREF Service code 15 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 10017-3206 Recordkeeping | $36,570 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR. · WINDSOR, CT 06095-4730 Advisory (Plan) | $26,733 |
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 171 SULLYS TRAIL · PITTSFORD, NY 14534 Accounting | $9,350 |
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.
6 feature codes on the 2025 filing.
Filed November 8, 2019 (most recent of 2 filings on file).
Street address, email and phone are on Pro. Pro is free for 7 days and then costs $49 a month.
4 contacts
Phone and email for the top hat administrator are on Pro.
10 filings · 2015 to 2025