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| Provider | Service type | Compensation |
|---|---|---|
TIAA5 years Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $5,932 |
20 funds of $250K or more; 38 lines in all, holding $18.0M of the plan's $18.5M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle Index, mutual fund, 28% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $5.1M | 28.4% |
| Tiaa Traditional Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $3.3M | 18.4% |
| Schwab Total Stock Market Index Fund Charles Schwab · Mutual fund Index | $1.6M | 8.9% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $850K | 4.7% |
| Nuveen Large Cap Responsible Equity Fund Class I TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $770K | 4.3% |
| Nuveen International Equity Index Fund Class I TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $766K | 4.3% |
| Cref Equity Index TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $540K | 3.0% |
| T. Rowe Price Value Fund, Inc. T. Rowe Price · Mutual fund | $530K | 2.9% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $482K | 2.7% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $455K | 2.5% |
Covers 60,908 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.