Filings through .
Filed April 4, 2018
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| Provider | Service type | Compensation |
|---|---|---|
CAPFINANCIAL PARTNERS LLC7 years Service code 49 · EIN 27-6095731 4208 SIX FORKS ROAD, #1700 · RALEIGH, NC 27609 | Other Services | $35,687 |
30 funds of $250K or more; 32 lines in all, holding $49.6M of the plan's $50.0M. From the 2025 filing. Recordkeeper: Not identified.
Target-date series: Nuveen Lifecycle Index, mutual fund, 38% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle Index TIAA (Nuveen) · Mutual fund Target-date, 12 vintages | $18.9M | 38.0% |
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract | $5.1M | 10.2% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund | $4.5M | 9.2% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund | $4.5M | 9.1% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund | $2.3M | 4.6% |
| Nuveen S&P 500 Index Retire TIAA (Nuveen) · Mutual fund Index | $1.7M | 3.5% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund Index | $1.7M | 3.5% |
| Tiaa Real Estate TIAA (Nuveen) · Mutual fund | $1.1M | 2.2% |
| Tiaa Traditional Benefit Responsive 2 TIAA (Nuveen) · Insurance contract | $1.1M | 2.2% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund | $1.1M | 2.1% |
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedMFS International Equity Fund Class R6 | $412K |
| DroppedEupac Fund Class R-4 | $321K |
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, not money moved.
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.
The auditor signed off without reservation. This is the cleanest opinion.