Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
High assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.
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.
$136K in admin expenses, $426 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
33 funds of $250K or more; 39 lines in all, holding $136M of the plan's $136M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, <1% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $26.5M | 19.5% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $22.4M | 16.5% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $13.5M | 9.9% |
| Tiaa Traditional Annuities Tiaa Cref Financial Services TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.0M | 6.6% |
| Tiaa Traditional Annuity Tiaa Cref Financial Services TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $8.3M | 6.1% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $6.6M | 4.9% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $6.5M | 4.8% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $6.4M | 4.7% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $6.3M | 4.6% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $5.1M | 3.8% |
| 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 |
29 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund.
| Fund | Year-end value |
|---|---|
| AddedResponsible Balanced Account Class R4 | $296K |
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.
29 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 5 by compensation.
| Provider | Compensation |
|---|---|
CAPFINANCIAL PARTNERS LLC6 years Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 27609-5734 Advisory (Plan) | $54,827 |
TIAA8 years Service code 64 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017-3206 Recordkeeping Fees | $37,179 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES, INC Service code 14 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 10604-3027 Plan Administrator | $19,105 |
Service code 10 · EIN 16-1003516 726 EXCHANGE ST · BUFFALO, NY 14210-1465 Accounting | $12,000 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 27 · EIN 26-0058143 4208 SIX FORKS RD · RALEIGH, NC 27609-5731 Advisory (Plan) | $10,462 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
5 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025