Filings through .
3 of 18 flags tripped on the 2025 filing.
Low fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
$304K in admin expenses, $3165 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
3 funds of $250K or more; 16 lines in all, holding $3.1M of the plan's $3.1M. Recordkeeper: TIAA (Nuveen).
Target-date series: Nuveen Lifecycle, mutual fund, 66% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Nuveen Lifecycle TIAA (Nuveen) · Mutual fund Target-date, 10 vintagesRecordkeeper's own fund | $2.0M | 66.1% |
| Nuveeen Lifecycle 2035-Rtmt Manager not matched · Other | $240K | 7.8% |
| Insurance Annuity Contract Tiaa and Cref Traditional Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $209K | 6.8% |
| Total Global Stock Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $132K | 4.3% |
| Core Bond Account Class R1 TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $85K | 2.8% |
| Nuveen Large Cap Value Retire TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $64K | 2.1% |
| Date Pooled separate accounts: Tiaa Real Estate TIAA (Nuveen) · Separate account Recordkeeper's own fund | $62K | 2.0% |
| Nuveen Internatl Equity Retire TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $45K | 1.5% |
| Nuveen Mid Cap Value Retire TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $41K | 1.3% |
| Cref Globl Equities TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $38K | 1.2% |
| 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 |
6 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
6 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.
This plan did not file a Schedule C with its most recent Form 5500, so no paid service providers are listed.
Plan features from the filing, actuarial disclosures and related pages.
1 feature code on the 2025 filing.
1 contact
11 filings · 2015 to 2025