Filings through .
3 of 18 flags tripped on the 2025 filing.
High fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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.
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.
$125K in admin expenses, $669 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
31 funds of $250K or more; 49 lines in all, holding $40.0M of the plan's $40.4M. Recordkeeper: TIAA (Nuveen).
Target-date series: T. Rowe Price Retirement, mutual fund, 9% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Tiaa Traditional Non-benefit Responsive Annuity TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $13.3M | 33.2% |
| T. Rowe Price Retirement T. Rowe Price · Mutual fund Target-date, 10 vintages | $3.8M | 9.4% |
| Schwab S&P 500 Index Fund Charles Schwab · Mutual fund Index | $2.9M | 7.1% |
| Total Global Stock Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $2.7M | 6.7% |
| Tiaa Traditional Annuity Contracts TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $1.3M | 3.3% |
| T. Rowe Price Large-Cap Growth Fund-I Class T. Rowe Price · Mutual fund | $1.3M | 3.1% |
| Global Equities Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.2M | 3.1% |
| Growth Account TIAA (Nuveen) · Mutual fund Recordkeeper's own fund | $1.2M | 2.9% |
| Parnassus Core Equity Inst Affiliated Managers Group · Other | $1.1M | 2.7% |
| S&P 500 Index Account TIAA (Nuveen) · Mutual fund IndexRecordkeeper's own fund | $987K | 2.5% |
| 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 |
39 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 1 fund, dropped 1 fund.
| Fund | Year-end value |
|---|---|
| AddedBlackrock Advantage International Fund | $311K |
| DroppedEupac Fund | $268K |
Stable value and insurance contract lines, renames and class changes are not counted. Left out here: 1 rename.
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.
39 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 2 by compensation.
| Provider | Compensation |
|---|---|
SHEPHERD KAPLAN LLC7 years Service code 28 · EIN 83-0368447 125 SUMMER ST FL 22ND · BOSTON, MA 02110 Investment Management | $15,883 |
TIAA3 years Service code 23 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017-3206 Insurance services | $11,964 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
3 feature codes on the 2025 filing.
2 contacts
11 filings · 2015 to 2025