Filings through .
2 of 18 flags tripped on the 2025 filing.
Low employer contribution
Employer contribution per participant 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.
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, $202 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
26 funds of $250K or more; 46 lines in all, holding $46.9M of the plan's $47.1M. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.9M | 18.9% |
| Guaranteed annuity accounts: Teachers Insurance and Annuity Association TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $6.9M | 14.7% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.5M | 7.5% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.3M | 7.0% |
| Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.2M | 4.7% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $2.1M | 4.5% |
| Responsible Balanced Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.0M | 4.2% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $2.0M | 4.2% |
| Large Cap International Portfolio - Institutional Class Dimensional · Mutual fund | $1.9M | 4.1% |
| Tiaa Traditional Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.3M | 2.7% |
| 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 |
36 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 6 funds, likely replaced 1 fund.
| Fund | Year-end value |
|---|---|
| AddedVanguard Large-Cap Index Fund Admiral Shares | $2.2M |
| DroppedVanguard Vnguard 500 Index Fund - Admr | $769K |
| ReplacedHighVanguard Inftn Protect Secs FD to PIMCO Real Return Fund Institutional | $520K to $405K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 stable value or insurance line, 7 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.
36 more lines and 6 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 5 by compensation.
| Provider | Compensation |
|---|---|
TRG ADVISORS, INC.5 years Filed as: TRG ADVISORS,INC Service code 26 · EIN 82-3871756 Advisory (Participants) | $52,717 |
Filed as: TRG FIDUCIARY SERVICES Service code 13 · EIN 82-3095168 Contract Administrator | $13,125 |
Service code 31 · EIN 93-2789379 Named fiduciary | $11,958 |
Filed as: AMERICAN TRUST RETIREMENT SERVICES Service code 49 · EIN 83-3455979 Other Services | $7,477 |
TIAA3 years Service code 15 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017-3206 Recordkeeping | $325 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
4 feature codes on the 2025 filing.
Filed September 25, 1996.
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.
4 contacts
11 filings · 2015 to 2025