Filings through .
Filed December 27, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $37,349 |
Filed as: CAPFINANCIAL PARTNERS, LLC Service code 27 · EIN 26-0058143 | Advisory (Plan) | $7,572 |
29 funds of $250K or more; 46 lines in all, holding $40.3M of the plan's $40.6M. From the 2024 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: American Funds Target Date, mutual fund, 39% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 11 vintages | $15.7M | 39.0% |
| Tiaa Traditional Fixed Annuity Contracts - Fully Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $5.0M | 12.5% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.9M | 7.2% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.8M | 4.6% |
| Total Global Stock Account Class R4 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.4M | 3.6% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.3M | 3.3% |
| Directed Pooled Separate Accounts: Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.2M | 2.9% |
| Vanguard Developed Markets Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.1M | 2.8% |
| JPMorgan Large Cap Growth Fund Class R6 JPMorgan · Mutual fund | $1.1M | 2.6% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $965K | 2.4% |
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.