Filings through .
Filed November 25, 2003
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 |
|---|---|---|
Service code 38 · EIN 16-0983166 519 ALLENS CREEK ROAD · ROCHESTER, NY 14618 | Participant Communication | $41,023 |
Service code 27 · EIN 41-2016508 505 HIGHWAY 169 N STE 900 · PLYMOUTH, MN 55441 | Advisory (Plan) | $35,882 |
BONADIO & CO., LLP2 years Service code 10 · EIN 16-1131146 171 SULLYS TRAIL · PITTSFORD, NY 14534 | Accounting | $24,600 |
NIXON PEABODY LLP1 year Service code 29 · EIN 16-0764720 1300 CLINTON SQUARE · ROCHESTER, NY 14604 | Legal | $10,298 |
TIAA2 years Filed as: TIAA- TEACHERS INSURANCE AND ANNUIT Service code 14 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Plan Administrator | $6,383 |
14 funds of $250K or more; 38 lines in all, holding $23.6M of the plan's $23.7M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| °) (e) NON-Benefit Manager not matched · Other | $6.2M | 26.4% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.8M | 24.5% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $2.0M | 8.6% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.9M | 7.9% |
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 9 vintagesRecordkeeper's own fund | $1.7M | 7.2% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.2M | 5.0% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $716K | 3.0% |
| Money Market Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $667K | 2.8% |
| Responsible Balanced Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $445K | 1.9% |
| December 31, 2024 Pooled Separate Accounts Tiaa Real Estate TIAA (Nuveen) · Collective trust Recordkeeper's own fund | $414K | 1.8% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.
Annual investment return is in the bottom quintile of the peer cohort.
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.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.