Filings through .
Filed April 3, 2025 (most recent of 2 filings on file)
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Total covered: 1,200 employees
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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA - TEACHERS INSURANCE & ANNUITY Service code 22 · EIN 13-1624203 | Insurance Broker | $277,899 |
WILLIS TOWERS WATSON US LLC1+ years Filed as: TOWERS WATSON DELAWARE, INC Service code 16 · EIN 53-0181291 | Consulting | $82,031 |
27 funds of $250K or more; 20 lines in all, holding $441M of the plan's $445M. From the 2025 filing. Recordkeeper: TIAA (Nuveen).
Target-date series: Vanguard Target Retirement, mutual fund, 61% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| Vanguard Target Retirement Vanguard · Mutual fund Target-date, 12 vintages | $271M | 61.4% |
| Fidelity 500 Index Fund Fidelity (FMR) · Mutual fund Index | $45.3M | 10.3% |
| Vanguard Primecap Fund Admiral Shares Vanguard · Mutual fund | $19.8M | 4.5% |
| Fidelity Extended Market Index Fund Fidelity (FMR) · Mutual fund Index | $19.2M | 4.4% |
| Fidelity International Index Fund Fidelity (FMR) · Mutual fund Index | $15.9M | 3.6% |
| Tiaa Traditional Non Benefit TIAA (Nuveen) · Insurance contract Recordkeeper's own fund | $12.1M | 2.7% |
| Vanguard Equity Income Fund Admiral Shares Vanguard · Mutual fund | $12.0M | 2.7% |
| American Funds Growth and Income Portfolio Class R-6 Capital Group · Mutual fund | $9.2M | 2.1% |
| Vanguard Federal Money Market Fund Investor Shares Vanguard · Money market | $8.6M | 1.9% |
| Dodge & Cox Income Fund Class X Dodge & Cox · Mutual fund | $6.4M | 1.5% |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.