Filings through .
2 of 18 flags tripped on the 2025 filing.
Low participation
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Few collective trusts
0% of fund dollars in collective trusts, which often cost less than the same strategy as a mutual fund.
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.
$63K in admin expenses, $100 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
30 funds of $250K or more; 39 lines in all, holding $52.1M of the plan's $47.3M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 12% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Non Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $10.4M | 19.9% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $8.5M | 16.4% |
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 11 vintagesRecordkeeper's own fund | $6.4M | 12.3% |
| Global Equities Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $4.1M | 7.8% |
| Responsible Balanced Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $3.6M | 6.9% |
| Growth Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.9M | 5.6% |
| Tiaa Traditional Benefit Responsive TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $2.7M | 5.2% |
| S&P 500 Index Account Class R1 TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $1.7M | 3.2% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.6M | 3.1% |
| Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $1.5M | 2.9% |
| 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.
Dropped 1 fund.
| Fund | Year-end value |
|---|---|
| DroppedNuveen Mid Cap Value Fund Class R6 | $687K |
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 3 by compensation.
| Provider | Compensation |
|---|---|
TRG ADVISORS, INC.2 years Filed as: TRG INVESTMENT ADVISORS Service code 26 · EIN 03-0215988 P.O. BOX 820 · BRATTLEBORO, VT 05302-0820 Advisory (Participants) | $40,037 |
ASCENSUS LLC6 years Filed as: ASCENSUS HOLDINGS, INC. Service code 17 · EIN 82-3719843 PO BOX 979 · BRAINERD, MN 56401-0979 Pension Consulting | $19,931 |
TIAA3 years Filed as: TIAA - TEACHERS INSURANCE AND ANNUI Service code 15 · EIN 13-1624203 Recordkeeping | $3,985 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025