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| Provider | Service type | Compensation |
|---|---|---|
TIAA1+ years Filed as: TIAA-TEACHERS INSURANCE & ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 100173206 | Contract Administrator | $11,520 |
HUB INTERNATIONAL1+ years Filed as: HUB INVESTMENT PARTNERS Service code 28 · EIN 84-4758315 120 EASTSHORE DR. · GLENN ALLEN, VA 230595985 | Investment Management | $10,831 |
PENTEGRA SERVICES, INC.1+ years Service code 64 · EIN 13-3745616 701 WESTCHESTER AVE · WHITE PLAINS, NY 106043027 | Recordkeeping Fees | $10,199 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Service code 28 · EIN 33-0818667 1920 MAIN ST. · IRVINE, CA 926147227 | Investment Management | $7,506 |
18 funds of $250K or more; 41 lines in all, holding $48.5M of the plan's $49.0M. From the 2025 filing. Recordkeeper: Pentegra Services.
| Fund | Dollars | % of funds% |
|---|---|---|
| e) Value Tiaa Insurance Compan TIAA (Nuveen) · Insurance contract | $12.5M | 25.8% |
| Total Global Stock Account Class R2 TIAA (Nuveen) · Mutual fund | $6.8M | 14.0% |
| Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index | $5.0M | 10.3% |
| Growth Account Class R2 TIAA (Nuveen) · Mutual fund | $4.8M | 10.0% |
| Vanguard Total International Stock Index Fund Admiral Shares Vanguard · Mutual fund Index | $3.8M | 7.9% |
| Vanguard Total Bond Market Index Fund Admiral Shares Vanguard · Mutual fund Index | $2.7M | 5.5% |
| S&P 500 Index Account Class R2 TIAA (Nuveen) · Mutual fund Index | $2.3M | 4.7% |
| Global Equities Account Class R2 TIAA (Nuveen) · Mutual fund | $2.2M | 4.5% |
| Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $1.4M | 3.0% |
| Vanguard Small-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index | $956K | 2.0% |
Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 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.