Filings through .
3 of 18 flags tripped on the 2025 filing.
Failed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Low returns
Annual investment return 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.
How this plan compares with plans of the same size, type and industry, and how it moved year over year.
Each metric ranked against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro shows the percentile for each metric against plans of the same size and industry. Free for 7 days, then $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
9 more years of history are on Pro. Pro shows up to ten years of filings for this plan, year over year. Free for 7 days, then $49 a month.
$49K in admin expenses, $113 per participant (all participants, line 6f).
The funds on the plan's investment schedule and what changed since the prior filing.
20 funds of $250K or more; 44 lines in all, holding $62.6M of the plan's $62.8M. Recordkeeper: TIAA (Nuveen).
| Fund | Dollars | % of funds% |
|---|---|---|
| State Street Equity 500 Index Fund Class K State Street (SSgA) · Mutual fund Index | $10.7M | 17.1% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $10.6M | 16.9% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.3M | 14.9% |
| Tiaa Traditional Benefit Responsive 2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $9.3M | 14.9% |
| State Street Global All Cap Equity ex-U.S. Index Fund Class K State Street (SSgA) · Mutual fund Index | $6.6M | 10.6% |
| Growth Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.1M | 3.3% |
| State Street Small/MID CAP Equity Index Fund Class K State Street (SSgA) · Mutual fund Index | $1.9M | 3.1% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.4M | 2.2% |
| Global Equities Account Class R2 TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.3M | 2.1% |
| State Street Aggregate Bond Index Fund Class K State Street (SSgA) · Mutual fund Index | $1.2M | 1.9% |
34 more lines in this lineup are on Pro. Pro shows every fund in this plan's lineup and every change since the prior filing. Free for 7 days, then $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.
Who is paid to serve the plan, who audits it, and who signs the filing.
Top 3 by compensation.
| Provider | Compensation |
|---|---|
NFP RETIREMENT INC2 years Filed as: NFP RETIREMENT INC. Service code 27 · EIN 33-0905143 Advisory (Plan) | $28,086 |
FLEXPATH STRATEGIES, LLC3 years Service code 28 · EIN 46-4782313 Investment Management | $20,370 |
TIAA7 years Service code 15 · EIN 13-1624203 Recordkeeping | $522 |
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.
7 feature codes on the 2025 filing.
Filed May 14, 2015.
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.
3 contacts
10 filings · 2016 to 2025